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
76
– –
-8,652
77
– –
-7,032
78
– –
-3,430
79
– –
-7,590
80
– –
-1,418
81
– –
-8,741
82
– –
-1,682
83
– –
-9,098
84
– –
-707
85
– –
-3,766
86
– –
-596
87
– –
-4,619
88
– –
-76,187
89
– –
-2,316
90
– –
-1,557
91
– –
-645
92
– –
-8,808
93
– –
-12,987
94
– –
-2,997
95
– –
-10,313
96
– –
-1,679
97
– –
-3,481
98
– –
-3,549
99
– –
-4,711
100
– –
-3,310
1 2 3
4
5