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
$138M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$759K
2 +$757K
3 +$691K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$443K
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$359K

Top Sells

1 +$1.12M
2 +$286K
3 +$159K
4
EXPD icon
Expeditors International
EXPD
+$76.3K
5
AWK icon
American Water Works
AWK
+$61.1K

Sector Composition

1 Financials 3.48%
2 Technology 3.32%
3 Consumer Discretionary 2.69%
4 Energy 1.66%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.6M 9.14%
50,494
+1,771
2
$12.4M 8.98%
54,858
+372
3
$12.2M 8.85%
290,865
+1,785
4
$11.7M 8.5%
26,433
-644
5
$9.05M 6.56%
213,239
+8,452
6
$9.01M 6.53%
401,232
+9,189
7
$8.5M 6.16%
251,963
+3,690
8
$7.84M 5.68%
88,723
+3,151
9
$7.06M 5.12%
138,435
+3,274
10
$7M 5.07%
116,165
+2,049
11
$6.5M 4.71%
55,335
-477
12
$5.26M 3.81%
169,086
+7,639
13
$4.15M 3.01%
152,643
+7,749
14
$3.63M 2.63%
84,419
+2,795
15
$1.46M 1.06%
8,541
-79
16
$1.2M 0.87%
7,526
17
$1.14M 0.83%
6,342
+561
18
$1.14M 0.82%
2,703
-8
19
$996K 0.72%
10,461
-11,756
20
$945K 0.68%
32,887
-557
21
$861K 0.62%
14,785
-128
22
$760K 0.55%
32,796
23
$759K 0.55%
+4,495
24
$758K 0.55%
21,132
+720
25
$758K 0.55%
17,159
+17,148