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
$157M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.36M
3
+$1.29M
4
IAU icon
iShares Gold Trust
IAU
+$1.28M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.21M

Top Sells

1
+$682K
2
+$582K
3
+$32.3K
4
TAN icon
Invesco Solar ETF
TAN
+$21.3K
5
DE icon
Deere & Co
DE
+$9.05K

Sector Composition

1 Consumer Discretionary 1.97%
2 Financials 1.53%
3 Materials 1.38%
4 Industrials 1.25%
5 Technology 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 13.83%
651,598
+38,178
2
$20.8M 13.24%
58,212
+4,497
3
$18.4M 11.71%
166,791
+12,333
4
$16.3M 10.34%
109,536
+8,139
5
$16.2M 10.31%
217,297
+17,255
6
$9.79M 6.22%
285,849
+27,896
7
$8.97M 5.7%
262,291
+21,696
8
$7.72M 4.9%
43,262
+3,120
9
$5.97M 3.79%
143,066
+12,896
10
$5.13M 3.26%
75,801
+7,802
11
$4.28M 2.72%
49,200
+4,958
12
$3.48M 2.21%
63,054
+8,181
13
$1.79M 1.14%
12,663
+148
14
$1.37M 0.87%
15,307
+984
15
$1.23M 0.78%
29,754
+314
16
$1.21M 0.77%
15,380
+8,680
17
$1.09M 0.69%
13,290
+1,957
18
$1.06M 0.67%
57,128
+2,832
19
$1.02M 0.65%
+19,809
20
$938K 0.6%
7,217
+104
21
$865K 0.55%
2,981
+744
22
$744K 0.47%
+10,525
23
$741K 0.47%
7,770
+102
24
$707K 0.45%
2,590
+44
25
$672K 0.43%
9,888
+131
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