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
476
$72.2K 0.01%
905
-621
477
$71.7K 0.01%
1,370
-20
478
$71.3K 0.01%
1,195
+118
479
$71.3K 0.01%
942
+862
480
$71K 0.01%
3,792
+760
481
$70.2K 0.01%
2,308
+12
482
$70.1K 0.01%
2,236
+326
483
$69.7K 0.01%
1,480
+1
484
$69.3K 0.01%
1,092
+537
485
$68.9K 0.01%
1,240
+1
486
$68.8K 0.01%
1,080
487
$68.4K 0.01%
1,500
488
$68.3K 0.01%
4,453
+864
489
$67.5K 0.01%
2,500
490
$67.4K 0.01%
713
+573
491
$67.2K 0.01%
11,528
492
$66.5K 0.01%
1,323
493
$66.3K 0.01%
2,186
+209
494
$66.2K 0.01%
1,420
495
$66K 0.01%
318
-8
496
$65.9K 0.01%
4,000
497
$65.5K 0.01%
1,638
+7
498
$65.4K 0.01%
1,514
499
$65.1K 0.01%
4,314
500
$65K 0.01%
1,229
-657
18 19
20
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