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
$311M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.14M
3
+$1.09M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.08M
5
AAPL icon
Apple
AAPL
+$1.04M

Top Sells

1
+$12.8M
2
+$349K
3
+$273K
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$242K
5
PSX icon
Phillips 66
PSX
+$234K

Sector Composition

1 Technology 5.46%
2 Energy 2.17%
3 Financials 1.64%
4 Communication Services 1.24%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.89%
42,349
+3,653
27
$2.52M 0.81%
18,801
-135
28
$2.52M 0.81%
96,258
+11,303
29
$2.37M 0.76%
77,109
+3,593
30
$2.2M 0.71%
45,388
+751
31
$1.86M 0.6%
9,768
-49
32
$1.84M 0.59%
27,509
+4,119
33
$1.49M 0.48%
57,744
+21,435
34
$1.45M 0.47%
6,605
+394
35
$1.06M 0.34%
5,609
+349
36
$951K 0.31%
1,623
-122
37
$934K 0.3%
10,343
-306
38
$931K 0.3%
7,942
39
$819K 0.26%
1,391
+3
40
$660K 0.21%
6,593
-247
41
$652K 0.21%
6,756
+67
42
$644K 0.21%
11,907
-540
43
$639K 0.21%
15,488
44
$558K 0.18%
2,401
+1,061
45
$530K 0.17%
2,213
-18
46
$509K 0.16%
869
-3
47
$489K 0.16%
+3,708
48
$478K 0.15%
8,421
49
$459K 0.15%
4,264
-86
50
$451K 0.15%
3,111
-52
1
2
3 4