LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,641
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.17M
3
+$3.72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.94M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$2.76M

Top Sells

1
+$3.46M
2
+$2.11M
3
+$2M
4
TSM icon
TSMC
TSM
+$1.86M
5
DHI icon
D.R. Horton
DHI
+$1.71M

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 3.88%
3 Financials 3.22%
4 Healthcare 3%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$160K 0.02%
1,216
-5
352
$158K 0.02%
5,253
-979
353
$157K 0.02%
6,376
-839
354
$156K 0.02%
2,060
+273
355
$156K 0.02%
4,373
+186
356
$155K 0.02%
1,266
357
$155K 0.02%
3,012
+42
358
$153K 0.02%
1,061
+75
359
$153K 0.02%
1,283
-339
360
$153K 0.02%
3,371
+640
361
$152K 0.02%
2,033
+57
362
$151K 0.02%
1,789
363
$151K 0.02%
489
+1
364
$150K 0.02%
2,175
+155
365
$149K 0.01%
3,714
+157
366
$149K 0.01%
1,175
+96
367
$149K 0.01%
2,635
+130
368
$148K 0.01%
3,983
-770
369
$147K 0.01%
2,162
+191
370
$147K 0.01%
4,302
-193
371
$146K 0.01%
1,229
-991
372
$146K 0.01%
4,138
-801
373
$145K 0.01%
5,000
374
$145K 0.01%
4,250
-823
375
$145K 0.01%
5,982
+660
13 14
15
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