LFA

Legend Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 22.07%
This Quarter Est. Return
1 Year Est. Return
+22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.75M
3
+$966K
4
EVR icon
Evercore
EVR
+$636K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$458K

Top Sells

1
+$4.83M
2
+$1.79M
3
+$1.34M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$533K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$438K

Sector Composition

1 Financials 4.34%
2 Technology 3.43%
3 Consumer Discretionary 2.1%
4 Industrials 0.68%
5 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 10.35%
239,050
-30,403
2
$12.2M 8.97%
26,033
+69
3
$10.4M 7.62%
55,146
+5,132
4
$9.11M 6.69%
385,869
-22,556
5
$8.51M 6.25%
32,894
-18,691
6
$8.26M 6.07%
240,984
-99
7
$8.19M 6.02%
209,603
-6,265
8
$8.16M 5.99%
97,213
+5,456
9
$7.11M 5.23%
51,624
-1,706
10
$7.02M 5.16%
125,445
+1,039
11
$6.99M 5.13%
197,912
-11,897
12
$6.39M 4.69%
128,043
-8,774
13
$4.84M 3.55%
171,240
+10,574
14
$4.66M 3.42%
+105,543
15
$2.13M 1.57%
52,353
-32,778
16
$1.77M 1.3%
7,974
-8
17
$1.75M 1.29%
+18,755
18
$1.59M 1.17%
7,208
19
$1.57M 1.15%
2,945
-1
20
$1.52M 1.12%
7,996
-33
21
$878K 0.64%
45,145
+2
22
$818K 0.6%
25,918
+154
23
$766K 0.56%
9,984
+55
24
$732K 0.54%
13,859
+63
25
$714K 0.52%
7,722
+30
1
2 3 4 5