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
$294M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$2.67M
3
+$1.82M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.66M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.48M

Top Sells

1
+$315K
2
+$251K
3
+$250K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$243K
5
ARLP icon
Alliance Resource Partners
ARLP
+$226K

Sector Composition

1 Technology 4.66%
2 Energy 2.38%
3 Financials 1.67%
4 Communication Services 1.13%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.85%
18,936
+3,549
27
$2.47M 0.84%
38,696
+5,558
28
$2.31M 0.78%
84,955
+12,709
29
$2.23M 0.76%
73,516
+5,639
30
$2.18M 0.74%
44,637
+29
31
$1.7M 0.58%
9,817
-407
32
$1.54M 0.52%
23,390
+8,085
33
$1.16M 0.39%
6,211
+1,575
34
$992K 0.34%
1,745
+940
35
$971K 0.33%
36,309
+3,009
36
$900K 0.31%
5,260
+1,717
37
$873K 0.3%
10,649
+2,071
38
$863K 0.29%
7,942
39
$793K 0.27%
1,388
+48
40
$685K 0.23%
6,840
-1,100
41
$652K 0.22%
12,447
-1,312
42
$634K 0.22%
6,689
+113
43
$619K 0.21%
15,488
+37
44
$508K 0.17%
4,350
+1,126
45
$500K 0.17%
2,454
-1,228
46
$495K 0.17%
2,231
+673
47
$495K 0.17%
872
+177
48
$471K 0.16%
3,163
+657
49
$470K 0.16%
3,540
+886
50
$423K 0.14%
874
+10
1
2
3 4