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
$123M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$655K
2
+$576K
3
+$571K
4
TSLA icon
Tesla
TSLA
+$400K
5
IPO icon
Renaissance IPO ETF
IPO
+$326K

Top Sells

1
+$6.38M
2
+$4.3M
3
+$3.97M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.33M
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$2.11M

Sector Composition

1 Technology 2.26%
2 Consumer Discretionary 2.1%
3 Materials 1.69%
4 Financials 1.23%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 16.18%
160,436
-51,228
2
$19.8M 16%
544,703
-54,691
3
$19M 15.37%
203,336
-46,091
4
$17.6M 14.29%
56,210
-10,625
5
$13.6M 11.06%
107,982
-31,377
6
$10M 8.11%
108,301
-10,736
7
$9.59M 7.77%
41,781
-9,208
8
$1.65M 1.33%
12,415
-577
9
$1.18M 0.96%
17,255
-61
10
$1.14M 0.92%
11,743
+455
11
$1.01M 0.82%
6,200
-140
12
$930K 0.75%
29,979
-535
13
$891K 0.72%
7,113
+502
14
$868K 0.7%
54,104
-5,208
15
$655K 0.53%
+25,189
16
$642K 0.52%
8,818
+448
17
$584K 0.47%
2,518
-32
18
$576K 0.47%
+12,326
19
$571K 0.46%
+10,655
20
$563K 0.46%
2,223
-848
21
$537K 0.44%
9,660
+522
22
$400K 0.32%
+1,701
23
$326K 0.26%
+5,058
24
$306K 0.25%
12,195
-60,236
25
$295K 0.24%
+2,873
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