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
$96.8M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.27M
3
+$5.6M
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$5.21M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$4.9M

Top Sells

1
+$18.4M
2
+$16.2M
3
+$10.9M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$9.79M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$8.97M

Sector Composition

1 Technology 2.22%
2 Materials 1.39%
3 Consumer Discretionary 1.19%
4 Financials 1.07%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 11.85%
334,343
-317,255
2
$8.7M 8.99%
31,047
-27,165
3
$7.87M 8.13%
108,381
+95,091
4
$7.82M 8.08%
67,116
-42,420
5
$6.75M 6.97%
116,118
+40,317
6
$6.27M 6.48%
+369,624
7
$5.6M 5.79%
+95,582
8
$5.4M 5.58%
70,192
+20,992
9
$5.21M 5.38%
+145,872
10
$4.93M 5.1%
27,623
-15,639
11
$4.9M 5.07%
+140,914
12
$4.66M 4.81%
+56,140
13
$4.63M 4.79%
106,712
-36,354
14
$2.86M 2.95%
56,661
+46,077
15
$1.64M 1.69%
11,974
-689
16
$916K 0.95%
8,442
-6,865
17
$900K 0.93%
6,839
-378
18
$806K 0.83%
55,580
+27,016
19
$663K 0.69%
2,972
-9
20
$648K 0.67%
6,100
-9,280
21
$622K 0.64%
2,279
-311
22
$514K 0.53%
+4,648
23
$510K 0.53%
+2,429
24
$501K 0.52%
+16,425
25
$446K 0.46%
+3,456
1
2 3