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
$124M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$196K
3
+$153K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$78K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$42.5K

Top Sells

1
+$1.41M
2
+$755K
3
+$517K
4
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$427K
5
ALB icon
Albemarle
ALB
+$414K

Sector Composition

1 Financials 3.03%
2 Consumer Discretionary 2.87%
3 Technology 2.37%
4 Energy 1.64%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 9.11%
48,723
+843
2
$11.3M 9.07%
289,080
-8,217
3
$11.1M 8.91%
27,077
-814
4
$10.5M 8.41%
54,486
-1,026
5
$8.09M 6.51%
392,043
-2,985
6
$7.99M 6.42%
248,273
-2,795
7
$7.68M 6.17%
204,787
+5,247
8
$7.57M 6.09%
85,572
+1,729
9
$6.83M 5.49%
114,116
+711
10
$6.43M 5.17%
135,161
+322
11
$5.59M 4.49%
55,812
-1,731
12
$4.91M 3.94%
161,447
+2,567
13
$3.88M 3.12%
144,894
-1,032
14
$3.44M 2.77%
81,624
+704
15
$1.66M 1.33%
8,620
-7
16
$1.33M 1.07%
22,217
-52
17
$1,000K 0.8%
7,526
18
$967K 0.78%
2,711
-20
19
$878K 0.71%
5,781
-80
20
$795K 0.64%
14,913
-187
21
$724K 0.58%
33,444
+23
22
$700K 0.56%
18,150
+53
23
$686K 0.55%
6,229
+19
24
$680K 0.55%
32,796
-3,452
25
$657K 0.53%
6,180
+46
1
2 3 4 5