Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $716M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$5.28M
3
+$4.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.59M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.93M

Top Sells

1
+$5.36M
2
+$5.16M
3
+$4.74M
4
IYW icon
iShares US Technology ETF
IYW
+$2.22M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.73M

Sector Composition

1 Consumer Discretionary 1.67%
2 Financials 1.66%
3 Technology 1.3%
4 Industrials 1.22%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.5K 0.01%
+893
227
$28.8K 0.01%
+1,027
228
$28.7K 0.01%
+258
229
$28.6K 0.01%
+378
230
$28.3K 0.01%
+200
231
$27.8K 0.01%
+508
232
$27.7K 0.01%
+659
233
$27.5K 0.01%
+446
234
$27.5K 0.01%
+2,485
235
$27.4K 0.01%
+63
236
$27.2K 0.01%
+264
237
$27.1K 0.01%
+1,361
238
$27.1K 0.01%
+278
239
$26.8K 0.01%
+564
240
$26.8K 0.01%
+226
241
$26.8K 0.01%
+570
242
$26.4K 0.01%
+90
243
$26.4K 0.01%
+781
244
$25.9K 0.01%
+381
245
$25.2K 0.01%
+1,029
246
$25K 0.01%
+200
247
$24.2K 0.01%
+541
248
$24.1K 0.01%
+525
249
$24K 0.01%
+529
250
$23.9K 0.01%
+1,016
8 9
10
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