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
551
$51.4K 0.01%
361
-1
552
$51K 0.01%
500
553
$50.9K 0.01%
1,107
-222
554
$50.9K 0.01%
+1,596
555
$50.8K 0.01%
2,478
-264
556
$50.7K 0.01%
432
+200
557
$50.6K 0.01%
2,150
+1,050
558
$50.3K 0.01%
+2,600
559
$50.3K 0.01%
2,321
+149
560
$50.2K 0.01%
790
561
$49.8K 0.01%
342
-177
562
$49.8K 0.01%
793
-3,179
563
$49.7K 0.01%
643
-384
564
$49.5K 0.01%
930
-57
565
$49K ﹤0.01%
1,220
+8
566
$49K ﹤0.01%
341
+3
567
$49K ﹤0.01%
+2,200
568
$48.4K ﹤0.01%
760
569
$47.9K ﹤0.01%
110
570
$47.3K ﹤0.01%
3,768
-268
571
$47K ﹤0.01%
807
572
$46.9K ﹤0.01%
643
+118
573
$46.8K ﹤0.01%
5,385
+127
574
$46.8K ﹤0.01%
2,055
-310
575
$46.4K ﹤0.01%
1,910
+1,050
21 22
23
24 25