LFGO
Legacy Financial Group (Oklahoma) Portfolio holdings
AUM
$338M
This Quarter Return
+8.06%
1 Year Return
+12.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$338M
AUM Growth
+$338M
(+8.6%)
Cap. Flow
+$3.69M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
61.14%
Holding
93
New
11
Increased
25
Reduced
44
Closed
8
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$2.62M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$975K |
| 3 |
Progressive
PGR
|
$876K |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$815K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
$797K |
Top Sells
| 1 |
Walmart
WMT
|
$1.05M |
| 2 |
Dimensional National Municipal Bond ETF
DFNM
|
$796K |
| 3 |
Williams Companies
WMB
|
$752K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$520K |
| 5 |
NVIDIA
NVDA
|
$485K |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Financials | 1.91% |
| 3 | Energy | 1.57% |
| 4 | Communication Services | 0.94% |
| 5 | Consumer Staples | 0.7% |
