We are live on ! Find out more
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
$22M
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$113K

Top Sells

1
+$45.1M
2
+$44.3M
3
+$34.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M

Sector Composition

1 Consumer Discretionary 3.04%
2 Industrials 1.59%
3 Technology 1.14%
4 Financials 1.1%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-34
202
– –
-43
203
– –
-10
204
– –
-14
205
– –
-63
206
– –
-1,361
207
– –
-678
208
– –
-14,592
209
– –
-59
210
– –
-2,195
211
– –
-6,122
212
– –
-14,230
213
– –
-13
214
– –
-106,780
215
– –
-1,762
216
– –
-245
217
– –
-752
218
– –
-25
219
– –
-99
220
– –
-956
221
– –
-484
222
– –
-6
223
– –
-203
224
– –
-529
225
– –
-100
7 8
9
10 11