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
526
$753 ﹤0.01%
+279
527
$745 ﹤0.01%
+7
528
$745 ﹤0.01%
+7
529
$723 ﹤0.01%
+5
530
$720 ﹤0.01%
+1,009
531
$685 ﹤0.01%
+14
532
$669 ﹤0.01%
+100
533
$665 ﹤0.01%
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534
$604 ﹤0.01%
+40
535
$601 ﹤0.01%
+6
536
$601 ﹤0.01%
+57
537
$540 ﹤0.01%
+13
538
$531 ﹤0.01%
+13
539
$518 ﹤0.01%
+4
540
$487 ﹤0.01%
+11
541
$469 ﹤0.01%
+102
542
$429 ﹤0.01%
+6
543
$397 ﹤0.01%
+280
544
$350 ﹤0.01%
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545
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+25
546
$336 ﹤0.01%
+10
547
$302 ﹤0.01%
+100
548
$261 ﹤0.01%
+3
549
$260 ﹤0.01%
+14
550
$241 ﹤0.01%
+10
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