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
51
$450K 0.15%
881
+7
52
$434K 0.14%
2,441
-13
53
$419K 0.14%
3,483
-57
54
$412K 0.13%
1,529
55
$386K 0.12%
957
-24
56
$386K 0.12%
1,065
-18
57
$382K 0.12%
12,190
58
$371K 0.12%
480
59
$364K 0.12%
+4,813
60
$357K 0.11%
+1,591
61
$349K 0.11%
4,079
+669
62
$338K 0.11%
6,688
-1,229
63
$334K 0.11%
1,057
-8
64
$317K 0.1%
1,888
65
$305K 0.1%
+1,316
66
$302K 0.1%
2,112
67
$302K 0.1%
5,100
+169
68
$298K 0.1%
2,059
-17
69
$297K 0.1%
1,025
70
$283K 0.09%
559
-19
71
$249K 0.08%
692
-12
72
$247K 0.08%
+1,799
73
$244K 0.08%
453
-133
74
$243K 0.08%
390
75
$242K 0.08%
1,536
1 2
3
4