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
76
$219K 0.07%
+251
77
$218K 0.07%
+807
78
$213K 0.07%
+1,536
79
$201K 0.07%
+3,683
80
– –
-9,223
81
– –
-7,496
82
– –
-900
1 2 3
4