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
651
$29.3K ﹤0.01%
1,456
-4,079
652
$29.2K ﹤0.01%
2,144
+2,138
653
$29K ﹤0.01%
810
+104
654
$28.9K ﹤0.01%
1,528
-4,191
655
$28.8K ﹤0.01%
131
+62
656
$28.4K ﹤0.01%
710
-675
657
$28.3K ﹤0.01%
338
-1,627
658
$28K ﹤0.01%
2,350
659
$27.6K ﹤0.01%
1,462
+11
660
$27.4K ﹤0.01%
2,750
661
$27.4K ﹤0.01%
484
+156
662
$27.3K ﹤0.01%
186
+8
663
$27.3K ﹤0.01%
336
-22
664
$27.2K ﹤0.01%
724
-164
665
$27.1K ﹤0.01%
246
-10
666
$27.1K ﹤0.01%
284
+1
667
$26.8K ﹤0.01%
248
668
$26.4K ﹤0.01%
226
669
$26.3K ﹤0.01%
1,347
-509
670
$26.3K ﹤0.01%
1,220
671
$26.2K ﹤0.01%
1,000
+198
672
$26.1K ﹤0.01%
174
673
$26.1K ﹤0.01%
598
674
$26K ﹤0.01%
140
675
$25.5K ﹤0.01%
789
-31
25 26
27
28 29