LFA
Legend Financial Advisors Portfolio holdings
AUM
$151M
This Quarter Return
+6.44%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+2.8%)
Cap. Flow
-$4.25M
Cap. Flow
% of AUM
-2.94%
Top 10 Holdings %
Top 10 Hldgs %
71.7%
Holding
295
New
3
Increased
15
Reduced
64
Closed
138
Top Buys
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$1.01M |
| 2 |
Global X Copper Miners ETF NEW
COPX
|
$836K |
| 3 |
SPDR S&P Metals & Mining ETF
XME
|
$475K |
| 4 |
Amazon
AMZN
|
$263K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$223K |
Top Sells
| 1 |
Ryanair
RYAAY
|
$692K |
| 2 |
CHX
ChampionX
CHX
|
$631K |
| 3 |
Tapestry
TPR
|
$581K |
| 4 |
Invesco QQQ Trust
QQQ
|
$527K |
| 5 |
Visa
V
|
$428K |
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Financials | 3.35% |
| 3 | Consumer Discretionary | 2.38% |
| 4 | Energy | 0.79% |
| 5 | Industrials | 0.74% |
