LFA
Legend Financial Advisors Portfolio holdings
AUM $151M
This Quarter Return
+0.43%
1 Year Return
+14.6%
3 Year Return
+62.32%
5 Year Return
+95.34%
10 Year Return
–
AUM
$136M
AUM Growth
-$5.6M (-4%)
Cap. Flow
-$4.68M
Cap. Flow % of AUM
-3.44%
Top 10 Holdings %Top 10 Hldgs %
68.35%
Holding
270
New
3
Increased
14
Reduced
15
Closed
233
Top Buys
| 1 | $4.66M | |
| 2 | $1.75M | |
| 3 | $966K | |
| 4 | $636K | |
| 5 | $458K |
Top Sells
| 1 | $4.83M | |
| 2 | $1.79M | |
| 3 | $1.34M | |
| 4 | $533K | |
| 5 | $438K |
Sector Composition
| 1 | Financials | 4.34% |
| 2 | Technology | 3.43% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Industrials | 0.68% |
| 5 | Materials | 0.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -544 | Closed | -$14.4K | |||
| – | – | -582 | Closed | -$97.5K | |||
| – | – | -3 | Closed | -$87 | |||
| – | – | -744 | Closed | -$143K | |||
| – | – | -224 | Closed | -$26.8K | |||
| – | – | -26 | Closed | -$2.16K | |||
| – | – | -33 | Closed | -$3.91K | |||
| – | – | -350 | Closed | -$39.9K | |||
| – | – | -2 | Closed | -$171 | |||
| – | – | -42 | Closed | -$6.45K | |||
| – | – | -71 | Closed | -$8.87K | |||
| – | – | -500 | Closed | -$32.6K | |||
| – | – | -94 | Closed | -$17.7K | |||
| – | – | -97 | Closed | -$3.78K | |||
| – | – | -130 | Closed | -$37.2K | |||
| – | – | -2 | Closed | -$303 | |||
| – | – | -930 | Closed | -$163K | |||
| – | – | -1,088 | Closed | -$32.7K | |||
| – | – | -420 | Closed | -$15.7K | |||
| – | – | -250 | Closed | -$28.9K | |||
| – | – | -1,000 | Closed | -$15K | |||
| – | – | -60 | Closed | -$1.36K | |||
| – | – | -20 | Closed | -$370 | |||
| – | – | -22 | Closed | -$463 | |||
| – | – | -611 | Closed | -$14.2K |
