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
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 9.02%
296,973
-16,698
2
$10.4M 8.7%
47,367
+3,305
3
$10.4M 8.65%
28,054
-2,191
4
$9.5M 7.93%
56,190
-9,066
5
$7.83M 6.54%
252,700
-7,991
6
$7.63M 6.36%
397,347
-291
7
$7.53M 6.29%
200,093
+1,030
8
$6.89M 5.75%
83,889
-383
9
$6.61M 5.52%
143,784
-3,828
10
$5.76M 4.81%
113,302
+6,714
11
$5.03M 4.2%
57,250
+1,907
12
$4.85M 4.05%
158,638
+11,669
13
$3.75M 3.13%
147,376
-982
14
$3.13M 2.61%
80,664
+102
15
$1.76M 1.47%
9,062
-928
16
$1.04M 0.87%
8,318
+10
17
$1.01M 0.85%
+8,036
18
$953K 0.8%
2,796
+22
19
$754K 0.63%
22,829
+37
20
$746K 0.62%
5,721
-130
21
$679K 0.57%
36,248
-6,928
22
$675K 0.56%
6,102
-796
23
$655K 0.55%
25,366
-919
24
$632K 0.53%
20,364
+30
25
$629K 0.52%
19,063
+3,506
1
2 3 4 5