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
$126M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$557K
3 +$516K
4
WPM icon
Wheaton Precious Metals
WPM
+$496K
5
CHGG icon
Chegg
CHGG
+$452K

Top Sells

1 +$20.6M
2 +$12.8M
3 +$7.61M
4
INTC icon
Intel
INTC
+$2.73M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.89M

Sector Composition

1 Consumer Discretionary 1.99%
2 Technology 1.88%
3 Materials 1.53%
4 Healthcare 1%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.6M 17.06%
599,394
+2,976
2
$19.5M 15.4%
211,664
-16,290
3
$18.6M 14.69%
66,835
-27,379
4
$15.9M 12.57%
249,427
-2,948
5
$14.2M 11.19%
139,359
-18,621
6
$11M 8.73%
50,989
-2,065
7
$10M 7.93%
119,037
-1,908
8
$1.82M 1.44%
72,431
-822,054
9
$1.5M 1.19%
12,992
-1,556
10
$1.19M 0.94%
3,552
-38,315
11
$998K 0.79%
6,340
-820
12
$923K 0.73%
6,611
-229
13
$873K 0.69%
11,288
+149
14
$854K 0.68%
59,312
-84,320
15
$784K 0.62%
17,316
-72
16
$735K 0.58%
14,092
+112
17
$705K 0.56%
1,258
-21
18
$699K 0.55%
3,071
-189
19
$681K 0.54%
+30,514
20
$557K 0.44%
+8,370
21
$543K 0.43%
2,550
-380
22
$516K 0.41%
+9,138
23
$496K 0.39%
+10,118
24
$452K 0.36%
+6,327
25
$324K 0.26%
+10,893