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
151
$78.4K 0.02%
+709
152
$75.4K 0.02%
+1,114
153
$74.6K 0.02%
+1,166
154
$72.8K 0.02%
+707
155
$72.2K 0.02%
+643
156
$70.7K 0.02%
+340
157
$69.6K 0.02%
+2,246
158
$65.8K 0.02%
+2,029
159
$65.2K 0.02%
+1,188
160
$65.1K 0.02%
+437
161
$65K 0.02%
+1,640
162
$64.9K 0.02%
+1,310
163
$64.6K 0.02%
+100
164
$64.3K 0.02%
+1,916
165
$62.9K 0.01%
+692
166
$61.3K 0.01%
+581
167
$60.8K 0.01%
+317
168
$58K 0.01%
+400
169
$55.9K 0.01%
+341
170
$55.6K 0.01%
+282
171
$55.4K 0.01%
+1,031
172
$55.4K 0.01%
+1,591
173
$54.9K 0.01%
+615
174
$53.8K 0.01%
+200
175
$52.7K 0.01%
+1,088
5 6
7
8 9