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
$264M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$816K
3
+$757K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$670K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$614K

Top Sells

1
+$270K
2
+$236K
3
+$229K
4
MCD icon
McDonald's
MCD
+$219K
5
V icon
Visa
V
+$206K

Sector Composition

1 Technology 4.48%
2 Energy 2.24%
3 Financials 1.31%
4 Communication Services 1.18%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.82%
44,608
-338
27
$1.99M 0.75%
33,138
+3,074
28
$1.95M 0.74%
67,877
+6,445
29
$1.93M 0.73%
72,246
+3,630
30
$1.9M 0.72%
15,387
+1,197
31
$1.88M 0.71%
10,224
+18
32
$962K 0.36%
15,305
+1,830
33
$896K 0.34%
4,636
-54
34
$875K 0.33%
33,300
+1,828
35
$795K 0.3%
7,940
-1,353
36
$733K 0.28%
1,340
+5
37
$697K 0.26%
7,942
38
$645K 0.24%
3,543
-11
39
$631K 0.24%
3,682
+1
40
$590K 0.22%
6,576
+378
41
$585K 0.22%
13,759
-238
42
$581K 0.22%
8,578
-769
43
$552K 0.21%
15,451
+35
44
$438K 0.17%
805
-13
45
$414K 0.16%
864
-7
46
$392K 0.15%
2,506
47
$383K 0.15%
1,534
48
$371K 0.14%
3,224
+53
49
$370K 0.14%
8,427
50
$359K 0.14%
1,077
-4
1
2
3 4