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
201
$38.3K 0.01%
+2,619
202
$38.1K 0.01%
+665
203
$37.6K 0.01%
+762
204
$37.3K 0.01%
+403
205
$37.2K 0.01%
+450
206
$36.7K 0.01%
+615
207
$36.6K 0.01%
+303
208
$36.5K 0.01%
+1,576
209
$36.4K 0.01%
+408
210
$36.1K 0.01%
+1,629
211
$36.1K 0.01%
+204
212
$35.5K 0.01%
+66
213
$35K 0.01%
+2,057
214
$34.7K 0.01%
+482
215
$34.2K 0.01%
+2,238
216
$33.9K 0.01%
+1,011
217
$31.4K 0.01%
+752
218
$31.1K 0.01%
+630
219
$30.5K 0.01%
+725
220
$30.4K 0.01%
+324
221
$30.2K 0.01%
+294
222
$30K 0.01%
+845
223
$29.8K 0.01%
+2,942
224
$29.6K 0.01%
+393
225
$29.5K 0.01%
+1,541
7 8
9
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