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
376
$145K 0.01%
2,045
-2,552
377
$144K 0.01%
8,650
378
$142K 0.01%
1,700
-1,226
379
$141K 0.01%
1,882
380
$141K 0.01%
1,566
381
$139K 0.01%
2,407
+1,802
382
$137K 0.01%
1,567
+2
383
$136K 0.01%
1,718
-363
384
$136K 0.01%
3,744
-773
385
$135K 0.01%
2,684
386
$134K 0.01%
4,002
-827
387
$134K 0.01%
2,462
+1,209
388
$134K 0.01%
2,602
-109
389
$130K 0.01%
9,634
390
$129K 0.01%
7,175
-415
391
$129K 0.01%
3,815
+742
392
$129K 0.01%
719
+209
393
$127K 0.01%
2,472
+385
394
$126K 0.01%
1,824
+232
395
$126K 0.01%
1,370
396
$124K 0.01%
2,446
+148
397
$123K 0.01%
1,420
-120
398
$122K 0.01%
4,934
+100
399
$122K 0.01%
4,936
-1,441
400
$121K 0.01%
1,316
-65
14 15
16
17 18