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
426
$3.28K ﹤0.01%
+200
427
$3.24K ﹤0.01%
+136
428
$3.23K ﹤0.01%
+501
429
$3.19K ﹤0.01%
+385
430
$3.14K ﹤0.01%
+38
431
$3.13K ﹤0.01%
+500
432
$3.11K ﹤0.01%
+101
433
$3.09K ﹤0.01%
+67
434
$2.93K ﹤0.01%
+765
435
$2.89K ﹤0.01%
+78
436
$2.87K ﹤0.01%
+147
437
$2.86K ﹤0.01%
+27
438
$2.81K ﹤0.01%
+24
439
$2.79K ﹤0.01%
+91
440
$2.77K ﹤0.01%
+76
441
$2.74K ﹤0.01%
+91
442
$2.73K ﹤0.01%
+288
443
$2.71K ﹤0.01%
+101
444
$2.68K ﹤0.01%
+59
445
$2.65K ﹤0.01%
+95
446
$2.58K ﹤0.01%
+29
447
$2.4K ﹤0.01%
+15
448
$2.31K ﹤0.01%
+6
449
$2.29K ﹤0.01%
+9
450
$2.28K ﹤0.01%
+52
16 17
18
19 20