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
76
$305K 0.07%
+14,230
77
$294K 0.07%
+5,487
78
$277K 0.07%
+2,354
79
$272K 0.06%
+8,618
80
$263K 0.06%
+3,150
81
$261K 0.06%
+956
82
$259K 0.06%
17,222
-16,185
83
$256K 0.06%
+1,756
84
$240K 0.06%
+1,418
85
$239K 0.06%
+1,536
86
$236K 0.06%
+658
87
$234K 0.06%
11,042
-23,002
88
$233K 0.05%
+543
89
$227K 0.05%
18,296
-964
90
$218K 0.05%
+2,204
91
$211K 0.05%
+10,522
92
$204K 0.05%
+1,805
93
$193K 0.05%
+3,766
94
$189K 0.04%
+1,105
95
$189K 0.04%
+1,762
96
$186K 0.04%
+3,329
97
$182K 0.04%
+1,759
98
$178K 0.04%
+3,458
99
$177K 0.04%
+1,345
100
$167K 0.04%
+2,316
2 3
4
5 6