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
451
$2.28K ﹤0.01%
+233
452
$2.25K ﹤0.01%
+204
453
$2.24K ﹤0.01%
+40
454
$2.23K ﹤0.01%
+53
455
$2.22K ﹤0.01%
+100
456
$2.21K ﹤0.01%
+77
457
$2.16K ﹤0.01%
+43
458
$2.14K ﹤0.01%
+141
459
$2.14K ﹤0.01%
+16
460
$2.11K ﹤0.01%
+58
461
$2.08K ﹤0.01%
+63
462
$2.06K ﹤0.01%
+19
463
$2.05K ﹤0.01%
+7
464
$2.04K ﹤0.01%
+4
465
$2.04K ﹤0.01%
+5
466
$2.03K ﹤0.01%
+10
467
$2.02K ﹤0.01%
+50
468
$2.01K ﹤0.01%
+1,000
469
$1.98K ﹤0.01%
+120
470
$1.97K ﹤0.01%
+59
471
$1.91K ﹤0.01%
+10
472
$1.9K ﹤0.01%
+36
473
$1.82K ﹤0.01%
+40
474
$1.79K ﹤0.01%
+1,421
475
$1.77K ﹤0.01%
+17
17 18
19
20 21