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
$338M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$967K
3
+$900K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$804K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$761K

Top Sells

1
+$1.02M
2
+$793K
3
+$707K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$516K
5
V icon
Visa
V
+$471K

Sector Composition

1 Technology 4.36%
2 Financials 1.91%
3 Energy 1.57%
4 Communication Services 0.94%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.13%
3,384
-316
52
$426K 0.13%
3,948
-280
53
$410K 0.12%
+7,578
54
$403K 0.12%
4,025
-956
55
$381K 0.11%
2,054
-377
56
$378K 0.11%
8,522
-267
57
$378K 0.11%
12,190
58
$357K 0.11%
921
-210
59
$331K 0.1%
583
+45
60
$328K 0.1%
594
-340
61
$323K 0.1%
2,188
-95
62
$319K 0.09%
2,112
63
$301K 0.09%
+1,092
64
$301K 0.09%
2,101
-984
65
$285K 0.08%
+2,570
66
$283K 0.08%
1,778
+236
67
$276K 0.08%
6,504
-128
68
$260K 0.08%
731
-1,352
69
$257K 0.08%
650
-11
70
$251K 0.07%
791
-149
71
$250K 0.07%
785
-22
72
$248K 0.07%
1,504
-32
73
$244K 0.07%
1,595
-430
74
$236K 0.07%
4,653
-1,465
75
$226K 0.07%
+1,200
1 2
3
4