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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14M
3
+$13.3M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$12.3M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$9.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 4.14%
2 Technology 3.98%
3 Financials 1.41%
4 Healthcare 0.9%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.15%
+451
52
$236K 0.15%
+7,625
53
$228K 0.14%
+4,783
54
$224K 0.14%
+1,901
55
$215K 0.13%
+1,420
56
$214K 0.13%
+1,598
57
$212K 0.13%
+3,446
58
$209K 0.13%
+2,761
59
$208K 0.13%
+1,375
60
$208K 0.13%
+1,835
61
$205K 0.13%
+854
62
$108K 0.07%
+16,897
1 2
3