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
$68.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.15M
3 +$7.57M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.17M
5
ALSN icon
Allison Transmission
ALSN
+$6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.06%
2 Consumer Discretionary 11.31%
3 Industrials 3.94%
4 Financials 2.34%
5 Utilities 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.2M 14.97%
+66,177
2
$9.15M 13.41%
+174,906
3
$7.57M 11.09%
+19,412
4
$6.17M 9.04%
+71,344
5
$6M 8.8%
+13,667
6
$5.27M 7.73%
+141,799
7
$3.68M 5.39%
+168,848
8
$3.59M 5.27%
+26,732
9
$2.7M 3.96%
+57,594
10
$2.54M 3.73%
+295,104
11
$2.33M 3.41%
+233,706
12
$1.22M 1.79%
+46,013
13
$976K 1.43%
+40,511
14
$937K 1.37%
+2,906
15
$782K 1.15%
+10,400
16
$731K 1.07%
+31,860
17
$709K 1.04%
+3,470
18
$613K 0.9%
+29,595
19
$603K 0.88%
+10,409
20
$536K 0.79%
+12,272
21
$386K 0.57%
+3,304
22
$296K 0.43%
+4,142
23
$293K 0.43%
+3,208
24
$284K 0.42%
+7,494
25
$217K 0.32%
+1,646