LFGO
Legacy Financial Group (Oklahoma) Portfolio holdings
AUM
$338M
This Quarter Return
+7.72%
1 Year Return
+12.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.25%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$14.5M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$14M |
| 3 |
Vanguard Growth ETF
VUG
|
$13.3M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$12.3M |
| 5 |
Avantis US Equity ETF
AVUS
|
$9.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 4.14% |
| 2 | Technology | 3.98% |
| 3 | Financials | 1.41% |
| 4 | Healthcare | 0.9% |
| 5 | Communication Services | 0.71% |
