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
876
$12K ﹤0.01%
529
-167
877
$12K ﹤0.01%
184
+165
878
$12K ﹤0.01%
+500
879
$11.8K ﹤0.01%
64
-1,714
880
$11.8K ﹤0.01%
329
+73
881
$11.8K ﹤0.01%
52
882
$11.8K ﹤0.01%
32
883
$11.7K ﹤0.01%
381
884
$11.7K ﹤0.01%
34
885
$11.7K ﹤0.01%
68
886
$11.7K ﹤0.01%
+268
887
$11.6K ﹤0.01%
819
888
$11.5K ﹤0.01%
133
889
$11.5K ﹤0.01%
200
890
$11.4K ﹤0.01%
451
+304
891
$11.3K ﹤0.01%
426
-13
892
$11.3K ﹤0.01%
44
893
$11.3K ﹤0.01%
76
+3
894
$11.2K ﹤0.01%
812
895
$11.2K ﹤0.01%
62
-52
896
$11.2K ﹤0.01%
+199
897
$11.2K ﹤0.01%
143
898
$11.2K ﹤0.01%
224
+4
899
$11.2K ﹤0.01%
301
-410
900
$11.2K ﹤0.01%
98
34 35
36
37 38