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
$159M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$12.3M
3 +$8.79M
4
IAU icon
iShares Gold Trust
IAU
+$6.88M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.58M

Top Sells

1 +$12.4M
2 +$2.98M
3 +$1.53M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$633K
5
AMZN icon
Amazon
AMZN
+$395K

Sector Composition

1 Technology 5.08%
2 Consumer Discretionary 1.55%
3 Healthcare 1.14%
4 Materials 0.6%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.3M 14.67%
94,214
+26,586
2
$22.5M 14.13%
894,485
-6,321
3
$20.3M 12.75%
596,418
+202,358
4
$16.3M 10.22%
+227,954
5
$14.3M 8.97%
157,980
-1,674
6
$13.2M 8.28%
252,375
+236,467
7
$12.9M 8.12%
41,867
-4,972
8
$9.7M 6.1%
53,054
-103
9
$8.79M 5.53%
+120,945
10
$2.73M 1.72%
45,693
-6,377
11
$1.82M 1.15%
143,632
-22,600
12
$1.33M 0.83%
14,548
-3,144
13
$1.26M 0.79%
12,539
+622
14
$1.22M 0.77%
11,139
+573
15
$988K 0.62%
7,160
-2,860
16
$956K 0.6%
6,840
-192
17
$815K 0.51%
+85,800
18
$801K 0.5%
64,854
-51,234
19
$798K 0.5%
1,279
+93
20
$743K 0.47%
+17,388
21
$739K 0.46%
+12,345
22
$734K 0.46%
+13,980
23
$727K 0.46%
+11,139
24
$659K 0.41%
3,260
-14,760
25
$523K 0.33%
2,930
-428