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
$13.2M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$609K
3
+$541K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$302K
5
TAN icon
Invesco Solar ETF
TAN
+$185K

Top Sells

1
+$17.7M
2
+$16.5M
3
+$16.5M
4
IAU icon
iShares Gold Trust
IAU
+$16.1M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$14.1M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Financials 0%
4 Healthcare 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.59M 12.1%
49,017
-495,686
2
$1.55M 11.73%
12,887
-147,549
3
$1.53M 11.61%
17,244
-186,092
4
$1.43M 10.86%
4,483
-51,727
5
$1.16M 8.82%
8,229
-99,753
6
$884K 6.71%
10,565
-97,736
7
$807K 6.12%
3,297
-38,484
8
$788K 5.98%
+24,643
9
$609K 4.62%
+9,176
10
$583K 4.42%
13,204
+878
11
$550K 4.17%
11,425
+770
12
$541K 4.11%
+6,220
13
$449K 3.41%
4,891
+2,018
14
$402K 3.05%
6,460
+1,402
15
$302K 2.29%
+8,503
16
– –
-29,979
17
– –
-25,189
18
– –
-7,113
19
– –
-8,818
20
– –
-11,743
21
– –
-397
22
– –
-2,201
23
– –
-54,104
24
– –
-1,701
25
– –
-9,660
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