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
26
$3.59M 0.84%
+10,255
27
$2.93M 0.69%
+33,019
28
$2.73M 0.64%
+8,652
29
$2.66M 0.62%
+38,806
30
$2.46M 0.58%
+9,055
31
$2.45M 0.58%
33,907
-6,630
32
$2.42M 0.57%
23,057
-21,124
33
$2.27M 0.53%
106,780
-70,885
34
$2.2M 0.52%
23,379
-238
35
$1.96M 0.46%
+39,235
36
$1.91M 0.45%
15,031
+130
37
$1.88M 0.44%
10,995
+46
38
$1.81M 0.43%
+4,788
39
$1.72M 0.41%
+6,329
40
$1.69M 0.4%
+16,552
41
$1.45M 0.34%
29,427
-2,401
42
$1.34M 0.31%
+3,125
43
$1.34M 0.31%
+8,762
44
$1.25M 0.29%
30,653
+14,423
45
$1.19M 0.28%
15,974
-9,066
46
$1.09M 0.26%
+43,314
47
$1.09M 0.26%
29,706
+727
48
$894K 0.21%
+9,482
49
$791K 0.19%
+3,161
50
$745K 0.18%
35,328
+2,053
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