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
276
$18.3K ﹤0.01%
+800
277
$17.9K ﹤0.01%
+1,074
278
$17.8K ﹤0.01%
+1,296
279
$17.6K ﹤0.01%
+211
280
$17.6K ﹤0.01%
+531
281
$17.5K ﹤0.01%
+146
282
$17.4K ﹤0.01%
+134
283
$17.4K ﹤0.01%
+1,219
284
$17.1K ﹤0.01%
+34
285
$16.9K ﹤0.01%
+138
286
$16.8K ﹤0.01%
+349
287
$16.8K ﹤0.01%
+121
288
$16.7K ﹤0.01%
+119
289
$16.6K ﹤0.01%
+300
290
$16.6K ﹤0.01%
+105
291
$16.4K ﹤0.01%
+72
292
$16.4K ﹤0.01%
+161
293
$16.2K ﹤0.01%
+97
294
$16.2K ﹤0.01%
+169
295
$16.1K ﹤0.01%
+176
296
$15.9K ﹤0.01%
+481
297
$15.6K ﹤0.01%
+736
298
$15.3K ﹤0.01%
+406
299
$15.3K ﹤0.01%
+61
300
$15.3K ﹤0.01%
+95