LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$740K
3
+$654K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$568K
5
LCR icon
Leuthold Core ETF
LCR
+$384K

Top Sells

1
+$1.24M
2
+$948K
3
+$473K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$319K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$275K

Sector Composition

1 Financials 4.26%
2 Technology 3.64%
3 Consumer Discretionary 2.41%
4 Materials 1.21%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 9.34%
25,480
-553
2
$13.7M 9.08%
219,061
-19,989
3
$13.4M 8.88%
56,025
+879
4
$9.39M 6.24%
382,532
-3,337
5
$9.31M 6.19%
206,983
-2,620
6
$9.12M 6.06%
252,081
+11,097
7
$8.28M 5.5%
123,205
-2,240
8
$8.25M 5.48%
96,376
-837
9
$8.19M 5.44%
29,282
-3,612
10
$6.84M 4.55%
50,879
-745
11
$6.84M 4.54%
128,526
+483
12
$6.68M 4.44%
196,620
-1,292
13
$6.02M 4%
117,485
+11,942
14
$4.97M 3.3%
174,436
+3,196
15
$2.3M 1.53%
11,211
+3,237
16
$1.89M 1.26%
44,433
-7,920
17
$1.79M 1.19%
8,138
+142
18
$1.65M 1.1%
38,914
+1,404
19
$1.43M 0.95%
2,945
20
$1.24M 0.83%
7,208
21
$950K 0.63%
9,643
-341
22
$931K 0.62%
44,740
-405
23
$884K 0.59%
24,901
-1,017
24
$883K 0.59%
+31,091
25
$866K 0.58%
3,206
+24
1
2 3 4 5