LFGO
Legacy Financial Group (Oklahoma) Portfolio holdings
AUM
$338M
This Quarter Return
+0.5%
1 Year Return
+12.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$311M
AUM Growth
+$311M
(+5.6%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
58.6%
Holding
88
New
9
Increased
31
Reduced
33
Closed
3
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$1.35M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$1.14M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
$1.09M |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$1.08M |
| 5 |
Apple
AAPL
|
$1.04M |
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$349K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$273K |
| 3 |
Dimensional National Municipal Bond ETF
DFNM
|
$242K |
| 4 |
Phillips 66
PSX
|
$234K |
| 5 |
Advanced Micro Devices
AMD
|
$224K |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Energy | 2.17% |
| 3 | Financials | 1.64% |
| 4 | Communication Services | 1.24% |
| 5 | Consumer Discretionary | 0.67% |
