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
51
$743K 0.17%
27,575
-269
52
$698K 0.16%
14,592
-112,068
53
$678K 0.16%
+3,479
54
$653K 0.15%
+4,989
55
$611K 0.14%
15,698
+215
56
$604K 0.14%
+2,843
57
$598K 0.14%
8,825
-6,113
58
$574K 0.14%
+6,956
59
$559K 0.13%
+7,754
60
$512K 0.12%
+5,116
61
$510K 0.12%
23,127
-214,890
62
$483K 0.11%
+15,185
63
$479K 0.11%
+7,905
64
$467K 0.11%
+7,785
65
$457K 0.11%
+1,512
66
$438K 0.1%
13,052
+761
67
$424K 0.1%
+3,346
68
$422K 0.1%
+3,057
69
$389K 0.09%
9,911
-380
70
$377K 0.09%
+7,077
71
$363K 0.09%
13,293
+798
72
$352K 0.08%
+3,641
73
$349K 0.08%
10,290
-1,229
74
$325K 0.08%
+1,366
75
$309K 0.07%
+4,130
1 2
3
4 5