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
$155M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.5M
3
+$17.4M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$16.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$14.1M

Top Sells

1
+$553K
2
+$402K
3
+$281K
4
FINX icon
Global X FinTech ETF
FINX
+$230K
5
TAN icon
Invesco Solar ETF
TAN
+$181K

Sector Composition

1 Materials 1.97%
2 Financials 1.77%
3 Consumer Discretionary 1.23%
4 Technology 1.1%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 13.31%
613,420
+564,403
2
$20.2M 13%
154,458
+141,571
3
$19M 12.25%
53,715
+49,232
4
$18.5M 11.91%
200,042
+182,798
5
$15.4M 9.88%
101,397
+93,168
6
$10.4M 6.71%
40,142
+36,845
7
$8.94M 5.75%
240,595
+232,092
8
$8.84M 5.69%
257,953
+233,310
9
$5.61M 3.61%
+130,170
10
$4.46M 2.87%
67,999
+58,823
11
$4.03M 2.6%
44,242
+38,022
12
$3.4M 2.19%
+54,873
13
$1.71M 1.1%
+12,515
14
$1.15M 0.74%
+6,700
15
$1.03M 0.66%
+7,113
16
$991K 0.64%
+54,296
17
$973K 0.63%
+29,440
18
$880K 0.57%
+14,323
19
$821K 0.53%
+11,333
20
$764K 0.49%
+7,668
21
$725K 0.47%
+9,757
22
$708K 0.46%
+2,546
23
$682K 0.44%
+7,107
24
$642K 0.41%
+2,237
25
$622K 0.4%
+8,097
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