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
$229M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.44M
3
+$1.28M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.07M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$898K

Top Sells

1
+$1.06M
2
+$549K
3
+$374K
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$289K
5
MRK icon
Merck
MRK
+$236K

Sector Composition

1 Technology 4.12%
2 Energy 2.3%
3 Financials 1.36%
4 Communication Services 1.02%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.14%
1,337
-7
52
$321K 0.14%
12,190
+450
53
$319K 0.14%
1,080
+2
54
$302K 0.13%
1,774
+85
55
$284K 0.12%
2,841
-1,595
56
$262K 0.11%
1,363
57
$262K 0.11%
7,565
+30
58
$261K 0.11%
2,777
-669
59
$261K 0.11%
1,962
-181
60
$250K 0.11%
4,940
-561
61
$246K 0.11%
2,112
62
$245K 0.11%
1,032
-15
63
$242K 0.11%
459
-8
64
$231K 0.1%
+4,583
65
$228K 0.1%
+644
66
$224K 0.1%
+2,485
67
$213K 0.09%
+1,714
68
$207K 0.09%
1,780
-91
69
$203K 0.09%
685
-227
70
– –
-7,695
71
– –
-683
72
– –
-5,036
73
– –
-2,297
74
– –
-1,346
1 2
3