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
$118M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$168K
3
+$158K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$122K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$83.6K

Top Sells

1
+$776K
2
+$100K
3
+$50.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$45.7K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.5K

Sector Composition

1 Technology 3.14%
2 Financials 1.53%
3 Communication Services 1.06%
4 Consumer Discretionary 0.98%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 13.9%
102,775
+517
2
$13.3M 11.31%
70,479
+411
3
$12.8M 10.88%
436,682
+2,852
4
$11.6M 9.83%
164,124
+573
5
$9.39M 7.98%
100,705
+204
6
$8.37M 7.11%
195,131
+27,114
7
$8.22M 6.99%
73,160
+1,090
8
$7.77M 6.6%
275,513
+5,601
9
$7.49M 6.36%
52,313
+1,177
10
$3.37M 2.86%
20,242
-275
11
$2.66M 2.26%
51,695
-1,949
12
$1.94M 1.65%
184,400
-1,184
13
$1.52M 1.29%
128,634
-2,154
14
$1.52M 1.29%
50,707
+2,344
15
$1.34M 1.14%
46,691
+2,040
16
$1.14M 0.97%
3,001
17
$1.09M 0.93%
36,985
+1,439
18
$1.03M 0.88%
18,484
-88
19
$903K 0.77%
10,400
20
$862K 0.73%
18,438
+500
21
$742K 0.63%
4,170
22
$741K 0.63%
3,564
23
$502K 0.43%
1,877
+33
24
$482K 0.41%
3,439
25
$385K 0.33%
2,806
-367
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