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
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.97M
3
+$6.5M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$6.39M
5
SLX icon
VanEck Steel ETF
SLX
+$3.48M

Top Sells

1
+$8.14M
2
+$8.13M
3
+$2.74M
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

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
+352,629
2
$20.8M 13.24%
58,212
+5,457
3
$18.4M 11.71%
166,791
+58,829
4
$16.3M 10.34%
109,536
+4,164
5
$16.2M 10.31%
217,297
+85,480
6
$9.79M 6.22%
285,849
-79,901
7
$8.97M 5.7%
+262,291
8
$7.72M 4.9%
43,262
+14,382
9
$5.97M 3.79%
143,066
+10,652
10
$5.13M 3.26%
75,801
-1,272
11
$4.28M 2.72%
49,200
+410
12
$3.48M 2.21%
+63,054
13
$1.79M 1.14%
12,663
+226
14
$1.37M 0.87%
15,307
+242
15
$1.23M 0.78%
29,754
+546
16
$1.21M 0.77%
15,380
+8,740
17
$1.09M 0.69%
13,290
-99,320
18
$1.06M 0.67%
28,564
-24,044
19
$1.02M 0.65%
19,809
+469
20
$938K 0.6%
7,217
+182
21
$865K 0.55%
2,981
+696
22
$744K 0.47%
+10,525
23
$741K 0.47%
7,770
+438
24
$707K 0.45%
2,590
+24
25
$672K 0.43%
9,888
+228
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