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
$22M
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$117K

Top Sells

1
+$47.6M
2
+$47.1M
3
+$36.8M
4
VB icon
Vanguard Small-Cap ETF
VB
+$29.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.5M

Sector Composition

1 Consumer Discretionary 3.04%
2 Industrials 1.59%
3 Technology 1.14%
4 Financials 1.1%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$243K 1.1%
682
-9,573
27
$226K 1.03%
4,486
-83,112
28
$221K 1%
1,800
-21,257
29
$201K 0.91%
2,080
-42,567
30
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