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
376
$5.6K ﹤0.01%
+400
377
$5.54K ﹤0.01%
+105
378
$5.46K ﹤0.01%
+99
379
$5.45K ﹤0.01%
+1,000
380
$5.45K ﹤0.01%
+131
381
$5.44K ﹤0.01%
+400
382
$5.26K ﹤0.01%
+100
383
$5.17K ﹤0.01%
+20
384
$5.05K ﹤0.01%
+50
385
$5.01K ﹤0.01%
+106
386
$4.79K ﹤0.01%
+134
387
$4.72K ﹤0.01%
+63
388
$4.7K ﹤0.01%
+250
389
$4.66K ﹤0.01%
+90
390
$4.59K ﹤0.01%
+105
391
$4.58K ﹤0.01%
+63
392
$4.56K ﹤0.01%
+132
393
$4.55K ﹤0.01%
+30
394
$4.54K ﹤0.01%
+100
395
$4.53K ﹤0.01%
+28
396
$4.4K ﹤0.01%
+88
397
$4.39K ﹤0.01%
+96
398
$4.35K ﹤0.01%
+735
399
$4.34K ﹤0.01%
+50
400
$4.33K ﹤0.01%
+36
14 15
16
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