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
126
$103K 0.02%
+2,057
127
$102K 0.02%
+3,728
128
$102K 0.02%
+3,771
129
$101K 0.02%
+2,330
130
$101K 0.02%
+484
131
$99.9K 0.02%
+3,200
132
$99.3K 0.02%
+608
133
$97.7K 0.02%
+1,418
134
$96.5K 0.02%
+2,203
135
$96.4K 0.02%
+2,174
136
$96.3K 0.02%
+1,015
137
$94.7K 0.02%
+517
138
$94.1K 0.02%
+719
139
$90.4K 0.02%
+1,001
140
$89.7K 0.02%
+1,146
141
$88.5K 0.02%
+2,669
142
$88.2K 0.02%
+696
143
$86.5K 0.02%
+1,158
144
$85.3K 0.02%
+2,536
145
$83.1K 0.02%
+408
146
$82.4K 0.02%
+358
147
$81.8K 0.02%
+1,081
148
$78.9K 0.02%
+745
149
$78.8K 0.02%
+866
150
$78.5K 0.02%
+1,372
4 5
6
7 8