LFGO
Legacy Financial Group (Oklahoma) Portfolio holdings
AUM
$338M
This Quarter Return
-2%
1 Year Return
+12.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+0.31%)
Cap. Flow
+$8.67M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
59.14%
Holding
91
New
6
Increased
32
Reduced
37
Closed
9
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$2.14M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$1.31M |
| 3 |
Walmart
WMT
|
$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 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$357K |
| 2 |
OGE Energy
OGE
|
$308K |
| 3 |
Broadcom
AVGO
|
$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% |
