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
851
$13.3K ﹤0.01%
189
+136
852
$13.2K ﹤0.01%
720
853
$13.2K ﹤0.01%
383
-48
854
$13.1K ﹤0.01%
348
-6
855
$13.1K ﹤0.01%
617
+7
856
$13.1K ﹤0.01%
+1,000
857
$13K ﹤0.01%
505
+10
858
$12.8K ﹤0.01%
247
-1,903
859
$12.8K ﹤0.01%
121
+1
860
$12.7K ﹤0.01%
+406
861
$12.7K ﹤0.01%
443
-318
862
$12.6K ﹤0.01%
138
-276
863
$12.6K ﹤0.01%
380
+8
864
$12.6K ﹤0.01%
1,774
+8
865
$12.4K ﹤0.01%
64
866
$12.4K ﹤0.01%
68
867
$12.4K ﹤0.01%
117
868
$12.4K ﹤0.01%
356
869
$12.3K ﹤0.01%
457
870
$12.3K ﹤0.01%
347
+2
871
$12.3K ﹤0.01%
116
872
$12.2K ﹤0.01%
839
873
$12.2K ﹤0.01%
200
874
$12.1K ﹤0.01%
421
+1
875
$12.1K ﹤0.01%
+300
33 34
35
36 37