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
401
$120K 0.01%
12,072
+64
402
$119K 0.01%
1,889
+33
403
$119K 0.01%
2,258
+251
404
$116K 0.01%
1,596
+226
405
$116K 0.01%
2,597
-198
406
$115K 0.01%
1,811
-189
407
$114K 0.01%
6,889
-2,319
408
$112K 0.01%
890
+357
409
$111K 0.01%
3,925
+950
410
$111K 0.01%
2,004
+235
411
$110K 0.01%
3,598
+300
412
$110K 0.01%
1,132
+234
413
$110K 0.01%
+11,710
414
$108K 0.01%
3,959
-324
415
$107K 0.01%
5,684
-265
416
$107K 0.01%
1,061
417
$105K 0.01%
2,460
-493
418
$105K 0.01%
706
+2
419
$104K 0.01%
605
-13
420
$104K 0.01%
1,000
421
$104K 0.01%
1,559
422
$104K 0.01%
804
-59
423
$103K 0.01%
4,306
+12
424
$103K 0.01%
746
+3
425
$102K 0.01%
+2,100
15 16
17
18 19