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
$260M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.02%
2 Consumer Discretionary 1.04%
3 Communication Services 0.61%
4 Financials 0.45%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$375K 0.14%
+16,567
52
$360K 0.14%
+17,367
53
$332K 0.13%
+11,016
54
$329K 0.13%
+6,104
55
$326K 0.13%
+37,054
56
$278K 0.11%
+1,612
57
$229K 0.09%
+11,936