LFGO
Legacy Financial Group (Oklahoma) Portfolio holdings
AUM
$338M
1-Year Est. Return
12.32%
1 Year Est. Return
+12.32%
AUM
$312M
AUM Growth
+$974K
(+0.31%)
Holding
91
Top Buys
| 1 | +$2.14M | |
| 2 | +$1.31M | |
| 3 | +$1.19M | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$1.01M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$885K |
Top Sells
| 1 | +$357K | |
| 2 | +$308K | |
| 3 | +$305K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$295K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$247K |
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Energy | 2.38% |
| 3 | Financials | 1.97% |
| 4 | Consumer Staples | 1.08% |
| 5 | Communication Services | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Altria Group
MO
$108B
| $215K | 0.07% |
+3,584
|
|
||
77
PJT Partners
PJT
$4.32B
| $212K | 0.07% |
1,536
|
|
||
78
iShares US Medical Devices ETF
IHI
$4.26B
| $208K | 0.07% |
+3,457
|
|
||
79
Vanguard Information Technology ETF
VGT
$110B
| $206K | 0.07% |
380
-10
|
|
||
80
Mastercard
MA
$512B
| $205K | 0.07% |
+373
|
|
||
81
Zoom
ZM
$24.5B
| $201K | 0.06% |
+2,725
|
|
||
82
Lloyds Banking Group
LYG
$66.2B
| $51.9K | 0.02% |
+13,581
|
|
||
83
Arista Networks
ANET
$184B
| – | – |
-1,844
|
|
||
84
Broadcom
AVGO
$1.65T
| – | – |
-1,316
|
|
||
85
Salesforce
CRM
$242B
| – | – |
-602
|
|
||
86
Walt Disney
DIS
$201B
| – | – |
-1,823
|
|
||
87
Merck
MRK
$216B
| – | – |
-2,214
|
|
||
88
Netflix
NFLX
$526B
| – | – |
-230
|
|
||
89
The Communication Services Select Sector SPDR Fund
XLC
$27.8B
| – | – |
-2,074
|
|
||
|
90
Health Care Select Sector SPDR Fund
XLV
$35.7B
| – | – |
-1,799
|
|
||
91
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
| – | – |
-1,591
|
|