LFGO

Legacy Financial Group (Oklahoma) Portfolio holdings

AUM $381M
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.5M
3
+$1.45M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.14M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$844K

Top Sells

1
+$1.5M
2
+$348K
3
+$345K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$265K
5
URI icon
United Rentals
URI
+$244K

Sector Composition

1 Technology 4.67%
2 Financials 1.78%
3 Energy 1.42%
4 Communication Services 1.19%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMB icon
51
Williams Companies
WMB
$92.6B
$550K 0.14%
9,154
+1,760
VV icon
52
Vanguard Large-Cap ETF
VV
$47.3B
$497K 0.13%
1,580
+82
META icon
53
Meta Platforms (Facebook)
META
$1.69T
$490K 0.13%
741
-145
ABBV icon
54
AbbVie
ABBV
$418B
$466K 0.12%
2,040
+9
XLK icon
55
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$455K 0.12%
3,161
-175
XOM icon
56
Exxon Mobil
XOM
$624B
$437K 0.11%
3,629
-178
VOO icon
57
Vanguard S&P 500 ETF
VOO
$854B
$426K 0.11%
679
+127
MCD icon
58
McDonald's
MCD
$236B
$404K 0.11%
+1,322
PM icon
59
Philip Morris
PM
$279B
$383K 0.1%
2,388
-309
AVGO icon
60
Broadcom
AVGO
$1.51T
$381K 0.1%
1,092
OGE icon
61
OGE Energy
OGE
$10.1B
$364K 0.1%
8,522
IYY icon
62
iShares Dow Jones US ETF
IYY
$2.75B
$350K 0.09%
2,112
TSLA icon
63
Tesla
TSLA
$1.52T
$346K 0.09%
770
XLI icon
64
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$339K 0.09%
2,185
-30
CVX icon
65
Chevron
CVX
$368B
$317K 0.08%
2,077
-23
IWB icon
66
iShares Russell 1000 ETF
IWB
$46.1B
$304K 0.08%
+813
LLY icon
67
Eli Lilly
LLY
$896B
$295K 0.08%
+275
OPER icon
68
ClearShares Ultra-Short Maturity ETF
OPER
$120M
$294K 0.08%
2,941
-171
AXP icon
69
American Express
AXP
$214B
$290K 0.08%
785
XLE icon
70
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$287K 0.08%
6,422
+128
JNJ icon
71
Johnson & Johnson
JNJ
$591B
$280K 0.07%
1,353
-168
V icon
72
Visa
V
$616B
$254K 0.07%
723
+11
PJT icon
73
PJT Partners
PJT
$3.61B
$251K 0.07%
1,504
EPD icon
74
Enterprise Products Partners
EPD
$80.4B
$247K 0.06%
+7,700
RTX icon
75
RTX Corp
RTX
$280B
$246K 0.06%
1,342
+111
1 2
3
4