LFA

Legend Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$203K
3
+$151K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$117K
5
LCR icon
Leuthold Core ETF
LCR
+$113K

Top Sells

1
+$1.21M
2
+$1,000K
3
+$484K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$424K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$168K

Sector Composition

1 Technology 3.85%
2 Financials 3.79%
3 Consumer Discretionary 2.45%
4 Materials 1.66%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 9.73%
218,042
-1,019
2
$14.8M 9.07%
24,635
-845
3
$14.1M 8.65%
52,017
-4,008
4
$11.9M 7.27%
198,215
-8,768
5
$10.1M 6.17%
107,994
-15,211
6
$10.1M 6.17%
382,370
-162
7
$9.69M 5.94%
255,160
+3,079
8
$9.2M 5.64%
96,616
+240
9
$8.63M 5.29%
117,560
+432
10
$7.37M 4.52%
127,775
-751
11
$7.18M 4.4%
202,527
+5,907
12
$6.97M 4.28%
52,036
+1,157
13
$6.39M 3.92%
118,394
+909
14
$5.07M 3.11%
174,987
+551
15
$2.85M 1.74%
11,176
-35
16
$2.1M 1.29%
45,359
+926
17
$1.86M 1.14%
41,582
+2,668
18
$1.83M 1.12%
8,312
+174
19
$1.59M 0.97%
3,157
+212
20
$1.48M 0.91%
45,139
+399
21
$1.38M 0.84%
9,680
+37
22
$1.23M 0.75%
31,720
+629
23
$1.09M 0.67%
3,246
+40
24
$1.09M 0.67%
4,945
+191
25
$1.03M 0.63%
13,687
-144
1
2 3 4 5