Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
-4.8%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(-5.5%)
Cap. Flow
-$2.07M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
70.25%
Holding
44
New
3
Increased
13
Reduced
21
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.72M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$2.08M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$1.83M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$975K |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$664K |
Top Sells
Sector Composition
| 1 | Financials | 1.14% |
| 2 | Consumer Discretionary | 0.64% |
| 3 | Communication Services | 0.18% |
| 4 | Consumer Staples | 0% |
| 5 | Real Estate | 0% |
