LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.76K ﹤0.01%
+6
202
$1.68K ﹤0.01%
+50
203
$1.62K ﹤0.01%
+51
204
$1.62K ﹤0.01%
+3
205
$1.6K ﹤0.01%
+92
206
$1.59K ﹤0.01%
+19
207
$1.52K ﹤0.01%
58
208
$1.47K ﹤0.01%
+85
209
$1.44K ﹤0.01%
+43
210
$1.39K ﹤0.01%
+7
211
$1.39K ﹤0.01%
+16
212
$1.36K ﹤0.01%
+60
213
$1.33K ﹤0.01%
+95
214
$1.3K ﹤0.01%
+31
215
$1.21K ﹤0.01%
+55
216
$1.18K ﹤0.01%
13
217
$1.16K ﹤0.01%
+9
218
$1.12K ﹤0.01%
+64
219
$972 ﹤0.01%
+9
220
$888 ﹤0.01%
+14
221
$762 ﹤0.01%
+24
222
$570 ﹤0.01%
+5
223
$543 ﹤0.01%
+3
224
$523 ﹤0.01%
+42
225
$477 ﹤0.01%
27
7 8
9
10 11