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Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $795M
1-Year Est. Return 12.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.87%
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
+$13.1M
2
+$12.5M
3
+$3.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.9M
5
BSJT icon
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
+$2.15M

Top Sells

1
+$11.2M
2
+$8.22M
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
101
– –
-3,549
102
– –
-4,711
103
– –
-3,310
104
– –
-2,764
105
– –
-9,204
106
– –
-1,961
107
– –
-8,852
108
– –
-7,343
1 2 3 4
5