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
326
$11.9K ﹤0.01%
121
-14,758
327
$10.9K ﹤0.01%
+847
328
$10.9K ﹤0.01%
+41
329
$10.7K ﹤0.01%
+3,128
330
$10.5K ﹤0.01%
+86
331
$10.5K ﹤0.01%
+95
332
$10.4K ﹤0.01%
+178
333
$10.2K ﹤0.01%
+100
334
$10.1K ﹤0.01%
+245
335
$9.63K ﹤0.01%
+383
336
$9.5K ﹤0.01%
+17
337
$9.13K ﹤0.01%
+160
338
$9.01K ﹤0.01%
+500
339
$8.82K ﹤0.01%
+200
340
$8.71K ﹤0.01%
+599
341
$8.69K ﹤0.01%
+512
342
$8.67K ﹤0.01%
+214
343
$8.62K ﹤0.01%
+342
344
$8.41K ﹤0.01%
+3,840
345
$8.4K ﹤0.01%
+380
346
$8.35K ﹤0.01%
+184
347
$8.32K ﹤0.01%
+471
348
$8.29K ﹤0.01%
+500
349
$8.19K ﹤0.01%
+217
350
$7.88K ﹤0.01%
+640
12 13
14
15 16