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
176
$52.7K 0.01%
+498
177
$52.3K 0.01%
+2,569
178
$52.1K 0.01%
+337
179
$50.8K 0.01%
+871
180
$49.9K 0.01%
+149
181
$49.8K 0.01%
+530
182
$48.4K 0.01%
+184
183
$48.3K 0.01%
+93
184
$48.2K 0.01%
+654
185
$47.2K 0.01%
+686
186
$45.6K 0.01%
+471
187
$45.3K 0.01%
+211
188
$45.1K 0.01%
+650
189
$44.7K 0.01%
+507
190
$44.6K 0.01%
+1,299
191
$44.1K 0.01%
+2,195
192
$43.9K 0.01%
+2,412
193
$43.2K 0.01%
+256
194
$42.7K 0.01%
+200
195
$41.7K 0.01%
+1,915
196
$41.4K 0.01%
+698
197
$40K 0.01%
+311
198
$40K 0.01%
+320
199
$39.6K 0.01%
+812
200
$39.3K 0.01%
+678
6 7
8
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