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
$114M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.78M
3
+$6.79M
4
FINX icon
Global X FinTech ETF
FINX
+$1.32M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.14M

Top Sells

1
+$26.3M
2
+$1.35M
3
+$1.13M
4
VUG icon
Vanguard Growth ETF
VUG
+$961K
5
ORLY icon
O'Reilly Automotive
ORLY
+$823K

Sector Composition

1 Technology 3.07%
2 Industrials 1.65%
3 Financials 1.6%
4 Communication Services 1.3%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 13.11%
102,258
-1,185
2
$13.1M 11.52%
70,068
-4,188
3
$12.7M 11.19%
+433,830
4
$10.8M 9.53%
163,551
-9,657
5
$8.78M 7.74%
+100,501
6
$8.06M 7.1%
168,017
+23,855
7
$7.72M 6.8%
72,070
-468
8
$7.29M 6.42%
269,912
-5,631
9
$6.79M 5.98%
+51,136
10
$3.35M 2.95%
20,517
-5,883
11
$2.57M 2.26%
53,644
-400
12
$1.93M 1.7%
185,584
-129,856
13
$1.55M 1.37%
48,363
+666
14
$1.53M 1.35%
130,788
-96,978
15
$1.32M 1.16%
+44,651
16
$1.22M 1.08%
35,546
+13,303
17
$1.09M 0.96%
3,001
+136
18
$985K 0.87%
10,400
+120
19
$918K 0.81%
18,572
-1,080
20
$884K 0.78%
17,938
-533,148
21
$804K 0.71%
4,170
+8
22
$776K 0.68%
30,129
+555
23
$759K 0.67%
3,564
+30
24
$677K 0.6%
1,844
-70
25
$472K 0.42%
3,439
+25
1
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