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
751
$18.9K ﹤0.01%
440
752
$18.8K ﹤0.01%
3,399
-100
753
$18.7K ﹤0.01%
221
754
$18.7K ﹤0.01%
65
755
$18.7K ﹤0.01%
130
+100
756
$18.6K ﹤0.01%
1,596
+17
757
$18.6K ﹤0.01%
94
758
$18.6K ﹤0.01%
46
759
$18.6K ﹤0.01%
349
+230
760
$18.5K ﹤0.01%
620
+106
761
$18.5K ﹤0.01%
306
-433
762
$18.4K ﹤0.01%
+505
763
$18.3K ﹤0.01%
1,239
764
$18.3K ﹤0.01%
168
765
$18.2K ﹤0.01%
525
766
$17.9K ﹤0.01%
348
767
$17.9K ﹤0.01%
1,796
-445
768
$17.9K ﹤0.01%
300
+1
769
$17.9K ﹤0.01%
285
770
$17.8K ﹤0.01%
536
771
$17.8K ﹤0.01%
563
+19
772
$17.8K ﹤0.01%
596
+21
773
$17.8K ﹤0.01%
569
774
$17.6K ﹤0.01%
202
775
$17.5K ﹤0.01%
154
29 30
31
32 33