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
$143M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$8.13M
3
+$2.76M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.87M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.44M

Top Sells

1
+$12.3M
2
+$8.97M
3
+$5.56M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$5.23M
5
SLX icon
VanEck Steel ETF
SLX
+$3.48M

Sector Composition

1 Financials 1.73%
2 Consumer Discretionary 1.55%
3 Technology 1.54%
4 Industrials 1.39%
5 Materials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 14.64%
52,755
-5,457
2
$19M 13.29%
105,372
-4,164
3
$12.6M 8.81%
365,750
+79,901
4
$10.4M 7.26%
298,969
-352,629
5
$10.2M 7.12%
107,962
-58,829
6
$9.51M 6.63%
112,610
+99,320
7
$8.13M 5.67%
+102,819
8
$8.07M 5.63%
131,817
-85,480
9
$5.93M 4.14%
132,414
-10,652
10
$5.46M 3.81%
77,073
+1,272
11
$5.09M 3.55%
28,880
-14,382
12
$4.4M 3.07%
48,790
-410
13
$2.21M 1.54%
12,437
-226
14
$1.89M 1.32%
28,679
+18,095
15
$1.87M 1.3%
+65,154
16
$1.85M 1.29%
15,065
-242
17
$1.44M 1%
+7,046
18
$1.22M 0.85%
29,208
-546
19
$1.21M 0.84%
+23,163
20
$1.11M 0.77%
6,640
-8,740
21
$1.08M 0.75%
52,608
-4,520
22
$1.05M 0.73%
19,340
-469
23
$973K 0.68%
7,035
-182
24
$889K 0.62%
9,660
-228
25
$767K 0.54%
2,566
-24
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