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
$119M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$527K
3
+$492K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$410K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$224K

Top Sells

1
+$1.17M
2
+$450K
3
+$426K
4
DIS icon
Walt Disney
DIS
+$401K
5
AAPL icon
Apple
AAPL
+$301K

Sector Composition

1 Financials 2.28%
2 Technology 2.23%
3 Consumer Discretionary 1.6%
4 Energy 1.49%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 9.85%
313,671
-7,410
2
$9.71M 8.15%
30,245
+273
3
$9.67M 8.12%
65,256
+201
4
$9.29M 7.81%
44,062
+1,944
5
$7.74M 6.5%
260,691
+288
6
$7.71M 6.47%
199,063
-7,033
7
$7.28M 6.11%
397,638
+1,812
8
$6.81M 5.72%
84,272
-2,654
9
$6.29M 5.28%
147,612
-81
10
$5.67M 4.76%
106,588
+2,431
11
$4.74M 3.98%
55,343
-30
12
$4.64M 3.9%
146,969
+7,082
13
$3.76M 3.16%
148,358
+6,353
14
$3.56M 2.99%
26,392
+697
15
$3.04M 2.56%
80,562
+2,113
16
$1.65M 1.38%
9,990
-1,824
17
$1.12M 0.94%
8,308
+373
18
$857K 0.72%
2,774
+515
19
$703K 0.59%
43,176
20
$637K 0.54%
6,898
+194
21
$604K 0.51%
5,851
-209
22
$587K 0.49%
26,285
+1,102
23
$577K 0.48%
+9,465
24
$575K 0.48%
13,337
-2,464
25
$552K 0.46%
20,334
+4,231
1
2 3 4 5