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
76
$240K 0.08%
807
77
$232K 0.07%
801
+1
78
$228K 0.07%
249
-2
79
$220K 0.07%
2,214
-19
80
$219K 0.07%
2,208
-14
81
$205K 0.07%
+230
82
$204K 0.07%
+1,844
83
$203K 0.07%
1,823
-587
84
$201K 0.06%
+602
85
$201K 0.06%
+2,074
86
– –
-1,556
87
– –
-3,683
88
– –
-1,920
1 2 3
4