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
351
$7.86K ﹤0.01%
+100
352
$7.61K ﹤0.01%
+459
353
$7.6K ﹤0.01%
+300
354
$7.54K ﹤0.01%
+153
355
$7.41K ﹤0.01%
+70
356
$7.38K ﹤0.01%
+1,532
357
$7.29K ﹤0.01%
+31
358
$7.01K ﹤0.01%
+35
359
$6.96K ﹤0.01%
+324
360
$6.85K ﹤0.01%
+218
361
$6.78K ﹤0.01%
+494
362
$6.72K ﹤0.01%
+100
363
$6.42K ﹤0.01%
+70
364
$6.38K ﹤0.01%
+250
365
$6.32K ﹤0.01%
+1,124
366
$6.3K ﹤0.01%
+500
367
$6.25K ﹤0.01%
+232
368
$6.23K ﹤0.01%
+1,269
369
$6.11K ﹤0.01%
+200
370
$6.06K ﹤0.01%
+470
371
$6.03K ﹤0.01%
+43
372
$5.79K ﹤0.01%
+63
373
$5.77K ﹤0.01%
+293
374
$5.74K ﹤0.01%
+104
375
$5.7K ﹤0.01%
+44
13 14
15
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