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
$117M
AUM Growth
-$560K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$789K
3
+$209K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$163

Top Sells

1
+$7.49M
2
+$1.09M
3
+$502K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$489K
5
ARKK icon
ARK Innovation ETF
ARKK
+$408K

Sector Composition

1 Technology 3.73%
2 Financials 1.84%
3 Consumer Discretionary 0.95%
4 Industrials 0.79%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 15.67%
100,109
-2,666
2
$14.6M 12.46%
68,612
-1,867
3
$13.4M 11.43%
159,867
-4,257
4
$12.8M 10.9%
427,463
-9,219
5
$10.1M 8.65%
109,212
+8,507
6
$9.36M 7.99%
186,974
-8,157
7
$7.91M 6.75%
71,216
-1,944
8
$7.77M 6.63%
267,829
-7,684
9
$3.43M 2.93%
18,810
-1,432
10
$3.09M 2.64%
51,695
11
$2.12M 1.81%
182,928
-1,472
12
$1.66M 1.41%
50,712
+5
13
$1.61M 1.37%
125,664
-2,970
14
$1.42M 1.21%
46,691
15
$1.27M 1.09%
17,360
-1,124
16
$1.07M 0.92%
+24,191
17
$921K 0.79%
2,827
-174
18
$889K 0.76%
9,620
-780
19
$885K 0.76%
17,231
-1,207
20
$806K 0.69%
3,930
-240
21
$766K 0.65%
3,378
-186
22
$544K 0.46%
3,408
-31
23
$383K 0.33%
2,806
24
$343K 0.29%
4,142
25
$328K 0.28%
1,746
1
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