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
251
$23.8K 0.01%
+90
252
$23.8K 0.01%
+370
253
$23.7K 0.01%
+219
254
$23.4K 0.01%
+778
255
$22.7K 0.01%
+246
256
$22.3K 0.01%
+354
257
$22.2K 0.01%
+913
258
$22.1K 0.01%
+39
259
$22.1K 0.01%
+100
260
$21.7K 0.01%
+121
261
$21.6K 0.01%
+402
262
$21.1K 0.01%
+262
263
$21.1K 0.01%
+326
264
$21.1K 0.01%
+300
265
$21K ﹤0.01%
+474
266
$20.7K ﹤0.01%
+320
267
$20.7K ﹤0.01%
+201
268
$19.9K ﹤0.01%
+244
269
$19.9K ﹤0.01%
+524
270
$19.8K ﹤0.01%
+461
271
$19.7K ﹤0.01%
+593
272
$18.6K ﹤0.01%
+686
273
$18.5K ﹤0.01%
+191
274
$18.4K ﹤0.01%
+739
275
$18.3K ﹤0.01%
+262