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
401
$4.32K ﹤0.01%
+91
402
$4.32K ﹤0.01%
174
-22,355
403
$4.23K ﹤0.01%
+100
404
$4.22K ﹤0.01%
+105
405
$4.15K ﹤0.01%
+50
406
$4.15K ﹤0.01%
+64
407
$4.14K ﹤0.01%
+3
408
$4.13K ﹤0.01%
+503
409
$4.05K ﹤0.01%
+150
410
$3.96K ﹤0.01%
+498
411
$3.94K ﹤0.01%
+49
412
$3.92K ﹤0.01%
+50
413
$3.83K ﹤0.01%
+24
414
$3.82K ﹤0.01%
+73
415
$3.73K ﹤0.01%
+40
416
$3.71K ﹤0.01%
+203
417
$3.62K ﹤0.01%
+132
418
$3.56K ﹤0.01%
+100
419
$3.5K ﹤0.01%
+74
420
$3.47K ﹤0.01%
+189
421
$3.39K ﹤0.01%
+71
422
$3.36K ﹤0.01%
+278
423
$3.36K ﹤0.01%
+24
424
$3.29K ﹤0.01%
+128
425
$3.29K ﹤0.01%
+45
15 16
17
18 19