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
101
$166K 0.04%
+1,114
102
$154K 0.04%
+1,416
103
$154K 0.04%
+986
104
$143K 0.03%
+7,397
105
$143K 0.03%
+1,618
106
$141K 0.03%
+5,362
107
$136K 0.03%
+454
108
$134K 0.03%
+706
109
$133K 0.03%
+3,280
110
$132K 0.03%
+849
111
$132K 0.03%
+914
112
$131K 0.03%
+5,562
113
$131K 0.03%
+1,190
114
$127K 0.03%
+3,279
115
$126K 0.03%
+1,553
116
$125K 0.03%
+286
117
$121K 0.03%
+459
118
$121K 0.03%
+1,743
119
$119K 0.03%
+234
120
$116K 0.03%
+6,059
121
$115K 0.03%
+6,122
122
$113K 0.03%
+5,043
123
$112K 0.03%
+2,578
124
$104K 0.02%
+1,534
125
$104K 0.02%
+205
3 4
5
6 7