Legacy Financial Group LLC
CIK Number: 0001834011
617.65M
Market Value
110
# of Holdings
8 months
Avg. Holding Period
12.61%
Win Rate
6.42%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IUSG | iShares Core S&... | 113.53 | -1.53% | 469.15K | -4.84% | 65.38M | 116.8 | 10.58% |
| 2 | HELO | J.P. Morgan Exc... | 56.64 | -0.84% | 895.48K | +978.79% | 55.56M | 61.68 | 8.99% |
| 3 | SDY | SPDR S&P Divide... | 121.39 | -1.83% | 377.37K | +0.83% | 49.85M | 130.54 | 8.07% |
| 4 | VOO | Vanguard 500 In... | 455.46 | -1.75% | 67.88K | -2.65% | 36.57M | 473.68 | 5.92% |
| 5 | VB | Vanguard Small ... | 193.46 | -2.78% | 137.27K | -4.1% | 32.98M | 225.26 | 5.34% |
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