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
301
$15.2K ﹤0.01%
+75
302
$15.2K ﹤0.01%
+203
303
$15.2K ﹤0.01%
+225
304
$14.9K ﹤0.01%
+495
305
$14.7K ﹤0.01%
+135
306
$14.6K ﹤0.01%
+250
307
$14.5K ﹤0.01%
+538
308
$14.3K ﹤0.01%
+62
309
$14.1K ﹤0.01%
+153
310
$14K ﹤0.01%
+3,869
311
$14K ﹤0.01%
+105
312
$13.9K ﹤0.01%
+109
313
$13.7K ﹤0.01%
+103
314
$13.6K ﹤0.01%
+620
315
$13.4K ﹤0.01%
+240
316
$13.2K ﹤0.01%
+16
317
$13K ﹤0.01%
+265
318
$13K ﹤0.01%
+113
319
$12.8K ﹤0.01%
+288
320
$12.6K ﹤0.01%
+478
321
$12.3K ﹤0.01%
+492
322
$12.3K ﹤0.01%
+573
323
$12.2K ﹤0.01%
+205
324
$12.1K ﹤0.01%
+101
325
$12K ﹤0.01%
+596
11 12
13
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