LFGO

Legacy Financial Group (Oklahoma) Portfolio holdings

AUM $338M
1-Year Est. Return 12.32%
This Quarter Est. Return
1 Year Est. Return
+12.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14M
3
+$13.3M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$12.3M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$9.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 4.14%
2 Technology 3.98%
3 Financials 1.41%
4 Healthcare 0.9%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.65%
+46,959
27
$950K 0.59%
+18,570
28
$687K 0.42%
+17,363
29
$645K 0.4%
+12,849
30
$594K 0.37%
+3,673
31
$570K 0.35%
+17,332
32
$525K 0.32%
+2,924
33
$504K 0.31%
+5,995
34
$462K 0.28%
+5,240
35
$444K 0.27%
+5,963
36
$432K 0.27%
+4,865
37
$427K 0.26%
+3,871
38
$426K 0.26%
+2,411
39
$420K 0.26%
+8,889
40
$397K 0.24%
+1,034
41
$362K 0.22%
+7,210
42
$329K 0.2%
+861
43
$312K 0.19%
+3,086
44
$300K 0.19%
+24,189
45
$293K 0.18%
+7,126
46
$283K 0.17%
+11,740
47
$267K 0.16%
+1,535
48
$263K 0.16%
+8,433
49
$256K 0.16%
+801
50
$253K 0.16%
+2,914
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