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
626
$34K ﹤0.01%
76
+34
627
$33.9K ﹤0.01%
465
+226
628
$33.5K ﹤0.01%
228
-2
629
$33.2K ﹤0.01%
1,015
-678
630
$33K ﹤0.01%
+2,747
631
$32.7K ﹤0.01%
437
-129
632
$32.4K ﹤0.01%
3,201
+78
633
$32.3K ﹤0.01%
193
+50
634
$32.3K ﹤0.01%
370
+1
635
$32.2K ﹤0.01%
387
636
$32.1K ﹤0.01%
41
+34
637
$32.1K ﹤0.01%
384
638
$32K ﹤0.01%
1,278
-446
639
$31.1K ﹤0.01%
889
+2
640
$30.8K ﹤0.01%
914
+50
641
$30.8K ﹤0.01%
+379
642
$30.6K ﹤0.01%
1,444
-3,859
643
$30.3K ﹤0.01%
183
+66
644
$30.3K ﹤0.01%
533
-185
645
$30K ﹤0.01%
347
646
$29.9K ﹤0.01%
+506
647
$29.8K ﹤0.01%
424
-61
648
$29.8K ﹤0.01%
78
649
$29.6K ﹤0.01%
1,558
-4,249
650
$29.4K ﹤0.01%
295
-7
24 25
26
27 28