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
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.81M
3
+$1.18M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.11M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.08M

Top Sells

1
+$1.57M
2
+$1.54M
3
+$454K
4
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
+$300K
5
COP icon
ConocoPhillips
COP
+$224K

Sector Composition

1 Technology 4.51%
2 Energy 3.12%
3 Financials 1.1%
4 Healthcare 0.9%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.59%
45,142
-1,817
27
$990K 0.55%
18,793
+223
28
$641K 0.35%
12,535
-314
29
$602K 0.33%
15,976
-1,387
30
$601K 0.33%
3,772
+99
31
$530K 0.29%
5,134
-861
32
$513K 0.28%
17,180
-152
33
$489K 0.27%
4,701
-164
34
$465K 0.26%
4,479
-761
35
$463K 0.26%
2,839
-85
36
$448K 0.25%
4,086
+215
37
$438K 0.24%
8,907
+18
38
$425K 0.24%
1,034
39
$390K 0.22%
5,260
-703
40
$389K 0.21%
7,161
-49
41
$379K 0.21%
2,447
+36
42
$348K 0.19%
849
-12
43
$340K 0.19%
8,433
44
$317K 0.18%
7,642
+516
45
$306K 0.17%
793
-8
46
$304K 0.17%
11,740
47
$300K 0.17%
3,086
48
$287K 0.16%
1,535
49
$271K 0.15%
+1,308
50
$260K 0.14%
+10,577
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