Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
+4.56%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(+11%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
6.39%
Top 10 Holdings %
Top 10 Hldgs %
65.65%
Holding
62
New
5
Increased
23
Reduced
31
Closed
2
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$12.1M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$5M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$2.85M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.63M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.26M |
Top Sells
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Financials | 1.37% |
| 3 | Consumer Discretionary | 1.08% |
| 4 | Communication Services | 0.6% |
| 5 | Consumer Staples | 0.21% |
