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
$142M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$492K
3
+$208K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$174K
5
LCR icon
Leuthold Core ETF
LCR
+$96.9K

Top Sells

1
+$476K
2
+$434K
3
+$393K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$232K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$132K

Sector Composition

1 Financials 3.93%
2 Technology 3.62%
3 Consumer Discretionary 2.64%
4 Industrials 0.84%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 9.61%
51,585
-501
2
$13.3M 9.41%
269,453
-8,762
3
$13.3M 9.37%
25,964
+68
4
$10.8M 7.6%
50,014
-494
5
$9.67M 6.82%
408,425
-5,083
6
$8.56M 6.04%
91,757
+136
7
$8.28M 5.84%
241,083
+2,823
8
$8.24M 5.82%
215,868
+4,561
9
$7.31M 5.16%
136,817
-4,336
10
$7.06M 4.98%
124,406
+1,140
11
$6.74M 4.76%
53,330
-734
12
$6.73M 4.75%
209,809
+1,142
13
$4.42M 3.12%
160,666
+3,214
14
$3.82M 2.7%
85,131
-1,829
15
$2M 1.41%
7,982
+71
16
$1.76M 1.24%
8,029
+251
17
$1.48M 1.04%
7,208
-318
18
$1.34M 0.94%
2,946
+197
19
$1.15M 0.81%
9,929
+279
20
$883K 0.62%
31,666
-1,130
21
$822K 0.58%
4,662
+125
22
$771K 0.54%
25,764
+951
23
$726K 0.51%
13,796
-93
24
$700K 0.49%
+45,143
25
$687K 0.48%
18,684
+1,108
1
2 3 4 5