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
51
$407K 0.14%
1,083
+6
52
$401K 0.14%
7,917
+1,212
53
$399K 0.14%
1,529
-5
54
$399K 0.14%
+480
55
$386K 0.13%
8,421
-6
56
$349K 0.12%
12,190
57
$332K 0.11%
2,076
-17
58
$326K 0.11%
578
+128
59
$312K 0.11%
1,888
+531
60
$309K 0.11%
+1,065
61
$306K 0.1%
586
+183
62
$302K 0.1%
+3,410
63
$298K 0.1%
1,340
-15
64
$293K 0.1%
2,112
65
$288K 0.1%
1,025
-18
66
$270K 0.09%
4,931
-9
67
$251K 0.09%
+704
68
$245K 0.08%
981
-117
69
$243K 0.08%
2,222
+437
70
$234K 0.08%
1,920
-49
71
$234K 0.08%
+800
72
$232K 0.08%
2,410
+53
73
$228K 0.08%
2,233
+559
74
$227K 0.08%
390
+3
75
$224K 0.08%
+1,556
1 2
3
4