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 | GOOG | ALPHABET INC | — | 5,608.0 | $2.0M | 1.13% | NEW | — | $353.34 | — |
| 2 | RELY | REMITLY GLOBAL INC | Technology | 56,074.0 | $1.3M | 0.71% | NEW | — | $22.41 | +18.5% |
| 3 | LLY | ELI LILLY & CO | Healthcare | 193.0 | $231K | 0.13% | NEW | — | $1199.43 | -2.2% |
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
66.8%
Technology
18.0%
Consumer Cyclical
7.1%
Basic Materials
2.6%
Industrials
2.3%
Energy
2.0%
Utilities
0.8%
Healthcare
0.4%