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
$145M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$836K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$263K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$223K

Top Sells

1
+$692K
2
+$631K
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$527K
5
V icon
Visa
V
+$428K

Sector Composition

1 Technology 3.62%
2 Financials 3.35%
3 Consumer Discretionary 2.38%
4 Energy 0.79%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 9.55%
278,215
-3,400
2
$13.7M 9.49%
52,086
+844
3
$12.6M 8.73%
25,896
-1,079
4
$11.6M 8.04%
50,508
-1,124
5
$9.99M 6.9%
211,307
+17,687
6
$9.89M 6.83%
413,508
-6,090
7
$8.47M 5.85%
91,621
-1,127
8
$8.44M 5.83%
238,260
-5,239
9
$7.85M 5.42%
123,266
+7,462
10
$7.36M 5.08%
141,153
+1,481
11
$6.98M 4.82%
54,064
-1,677
12
$6.73M 4.64%
208,667
+31,335
13
$4.36M 3.01%
157,452
-3,691
14
$3.96M 2.73%
86,960
-427
15
$1.84M 1.27%
7,911
-1,006
16
$1.45M 1%
7,778
+1,412
17
$1.35M 0.93%
7,526
18
$1.28M 0.88%
9,650
-776
19
$1.27M 0.87%
2,749
+13
20
$1.13M 0.78%
4,537
+64
21
$854K 0.59%
32,796
22
$760K 0.52%
32,388
-339
23
$743K 0.51%
13,889
-4,311
24
$724K 0.5%
17,576
-4,011
25
$724K 0.5%
24,813
-8,153
1
2 3 4 5