Portfolio (Quarterly)
Guide ↗
Legend Financial Advisors, Inc.
· CIK 0001781948| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DLO | DLOCAL LTD | Technology | 83,655.0 | $1.1M | 0.70% | NEW | — | $12.97 | -7.0% |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 9,707.0 | $911K | 0.59% | NEW | — | $93.87 | +132.7% |
| 3 | FRDM | EA SERIES TRUST | — | 15,564.0 | $851K | 0.55% | NEW | — | $54.65 | +23.5% |
| 4 | PPL | PPL CORP | Utilities | 8,471.0 | $324K | 0.21% | NEW | — | $38.20 | -4.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
73.1%
Technology
10.7%
Consumer Cyclical
7.4%
Basic Materials
4.2%
Industrials
2.0%
Energy
1.6%
Utilities
1.1%