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
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 8.88%
297,297
+324
2
$9.99M 8.53%
27,891
-163
3
$9.97M 8.51%
47,880
+513
4
$8.76M 7.48%
55,512
-678
5
$7.61M 6.49%
251,068
-1,632
6
$7.37M 6.29%
395,028
-2,319
7
$7.27M 6.2%
199,540
-553
8
$6.46M 5.51%
83,843
-46
9
$5.95M 5.08%
113,405
+103
10
$5.67M 4.84%
134,839
-8,945
11
$5.27M 4.5%
57,543
+293
12
$5.11M 4.36%
158,880
+242
13
$3.83M 3.27%
145,926
-1,450
14
$2.99M 2.55%
80,920
+256
15
$1.48M 1.26%
8,627
-435
16
$1.41M 1.2%
8,350
+32
17
$1.02M 0.87%
22,269
-560
18
$957K 0.82%
2,731
-65
19
$850K 0.73%
7,526
-510
20
$755K 0.64%
100,922
+2,241
21
$745K 0.64%
5,861
+140
22
$741K 0.63%
18,291
-772
23
$726K 0.62%
20,377
+13
24
$660K 0.56%
+33,421
25
$659K 0.56%
36,248
1
2 3 4 5