Legacy Financial Group (Iowa) Portfolio holdings
AUM
$716M
This Quarter Return
-11.04%
1 Year Return
+10.12%
3 Year Return
+32.54%
5 Year Return
–
10 Year Return
–
AUM
$317M
AUM Growth
+$317M
(-7.1%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
46
New
1
Increased
20
Reduced
19
Closed
5
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.3M |
| 2 |
iShares Core US REIT ETF
USRT
|
$4.72M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$4.01M |
| 4 |
Amazon
AMZN
|
$2.05M |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$1.9M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.72% |
| 2 | Communication Services | 0.39% |
| 3 | Financials | 0.24% |
| 4 | Consumer Staples | 0.12% |
| 5 | Real Estate | 0.12% |
