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
$288M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$5M
3
+$2.85M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.63M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.26M

Top Sells

1
+$4.14M
2
+$2.76M
3
+$2.71M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.4M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.26M

Sector Composition

1 Technology 1.79%
2 Financials 1.37%
3 Consumer Discretionary 1.08%
4 Communication Services 0.6%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.9%
120,340
-191,444
27
$2.41M 0.84%
22,178
-1,096
28
$1.9M 0.66%
71,334
-29,242
29
$1.86M 0.65%
35,772
-9,495
30
$1.77M 0.62%
12,079
-3,281
31
$1.72M 0.6%
75,342
+2,592
32
$1.65M 0.57%
13,514
+1,024
33
$1.63M 0.57%
61,911
-114
34
$1.49M 0.52%
54,639
-507
35
$1.46M 0.51%
10,818
-3,010
36
$1.32M 0.46%
28,907
-27,600
37
$1.1M 0.38%
23,269
-29,522
38
$863K 0.3%
14,391
-2,463
39
$835K 0.29%
12,274
+524
40
$780K 0.27%
17,914
+207
41
$770K 0.27%
24,119
+5,571
42
$767K 0.27%
19,836
+889
43
$688K 0.24%
42,712
44
$681K 0.24%
12,715
+1,588
45
$678K 0.24%
+10,127
46
$612K 0.21%
15,311
-912
47
$510K 0.18%
20,401
-1,367
48
$500K 0.17%
14,546
-59
49
$480K 0.17%
+25,862
50
$478K 0.17%
1,740
+128
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