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
$91M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.82M
3
+$6.82M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.45M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$731K

Top Sells

1
+$6M
2
+$3.68M
3
+$976K
4
INTC icon
Intel
INTC
+$191K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K

Sector Composition

1 Technology 4.21%
2 Industrials 3.32%
3 Consumer Discretionary 2.15%
4 Financials 1.89%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 14.83%
+103,443
2
$13.3M 14.65%
74,256
+8,079
3
$10.9M 12.02%
173,208
-1,698
4
$7.24M 7.95%
72,538
+1,194
5
$6.82M 7.49%
+275,543
6
$6.82M 7.49%
+551,086
7
$6.74M 7.4%
144,162
+2,363
8
$4.13M 4.53%
26,400
-332
9
$3.13M 3.44%
315,440
+20,336
10
$2.9M 3.19%
54,044
-3,550
11
$2.57M 2.82%
227,766
-5,940
12
$1.44M 1.58%
47,697
+1,684
13
$1.09M 1.2%
2,865
-41
14
$933K 1.02%
19,652
+240
15
$916K 1.01%
10,280
-120
16
$823K 0.9%
31,785
-75
17
$738K 0.81%
29,574
-21
18
$731K 0.8%
+22,243
19
$710K 0.78%
3,534
+64
20
$694K 0.76%
+4,162
21
$682K 0.75%
+1,914
22
$634K 0.7%
12,108
-164
23
$559K 0.61%
10,572
+163
24
$419K 0.46%
3,414
+110
25
$368K 0.4%
3,526
+318
1
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