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
$520M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.7M
3
+$3.65M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.95M
5
BSJT icon
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
+$2.18M

Top Sells

1
+$11.4M
2
+$8.74M
3
+$4.08M
4
MSFT icon
Microsoft
MSFT
+$3.87M
5
CASY icon
Casey's General Stores
CASY
+$3.47M

Sector Composition

1 Financials 1.09%
2 Consumer Discretionary 0.59%
3 Technology 0.5%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$486K 0.09%
11,638
+187
52
$429K 0.08%
12,761
+153
53
$352K 0.07%
+15,898
54
$268K 0.05%
11,432
+1,108
55
$229K 0.04%
10,557
+211
56
$201K 0.04%
19,045
+1,401
57
– –
-4,130
58
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-9,231
59
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-6,695
60
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-1,682
61
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-9,098
62
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-707
63
– –
-3,766
64
– –
-596
65
– –
-4,619
66
– –
-7,149
67
– –
-3,641
68
– –
-1,701
69
– –
-1,232
70
– –
-1,347
71
– –
-1,577
72
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-3,872
73
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-76,187
74
– –
-2,316
75
– –
-9,272
1 2
3
4 5