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
501
$1.34K ﹤0.01%
+123
502
$1.31K ﹤0.01%
+14
503
$1.29K ﹤0.01%
+200
504
$1.29K ﹤0.01%
+76
505
$1.28K ﹤0.01%
+201
506
$1.25K ﹤0.01%
+65
507
$1.18K ﹤0.01%
+12
508
$1.17K ﹤0.01%
+3
509
$1.15K ﹤0.01%
+25
510
$1.14K ﹤0.01%
+4
511
$1.14K ﹤0.01%
+4
512
$1.1K ﹤0.01%
+390
513
$1.1K ﹤0.01%
+122
514
$1.04K ﹤0.01%
+7
515
$1.04K ﹤0.01%
+23
516
$1.01K ﹤0.01%
+24
517
$1K ﹤0.01%
+21
518
$990 ﹤0.01%
+42
519
$935 ﹤0.01%
+76
520
$933 ﹤0.01%
+260
521
$920 ﹤0.01%
+220
522
$891 ﹤0.01%
+100
523
$853 ﹤0.01%
+41
524
$842 ﹤0.01%
+8
525
$785 ﹤0.01%
+5
19 20
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