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
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.27M
3
+$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1
+$6.37M
2
+$5.79M
3
+$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 9.71%
321,081
-2,941
2
$8.58M 7.5%
42,118
+41,840
3
$7.98M 6.98%
29,972
-20
4
$7.55M 6.6%
260,403
-4,018
5
$7.55M 6.6%
65,055
-102
6
$7.3M 6.38%
206,096
+205,296
7
$7.05M 6.16%
395,826
-5,355
8
$6.83M 5.97%
86,926
-3,414
9
$5.8M 5.07%
147,693
-807
10
$5.19M 4.53%
104,157
-206
11
$5.06M 4.42%
55,373
-415
12
$4.72M 4.12%
139,887
-213
13
$4.24M 3.71%
25,695
-465
14
$3.66M 3.2%
+142,005
15
$2.9M 2.53%
+78,449
16
$1.54M 1.34%
11,814
-160
17
$1.3M 1.14%
15,662
-13
18
$966K 0.84%
7,935
19
$698K 0.61%
2,259
+57
20
$625K 0.55%
22,027
-430
21
$602K 0.53%
15,801
-277
22
$600K 0.52%
43,176
-488
23
$558K 0.49%
+6,704
24
$545K 0.48%
+10,189
25
$526K 0.46%
25,183
-25
1
2 3 4 5