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
926
$10.1K ﹤0.01%
196
927
$10.1K ﹤0.01%
36
+4
928
$10.1K ﹤0.01%
148
929
$10K ﹤0.01%
90
+14
930
$9.96K ﹤0.01%
86
931
$9.93K ﹤0.01%
82
932
$9.88K ﹤0.01%
42
+2
933
$9.88K ﹤0.01%
225
-967
934
$9.88K ﹤0.01%
336
+48
935
$9.86K ﹤0.01%
50
936
$9.84K ﹤0.01%
300
937
$9.82K ﹤0.01%
102
938
$9.79K ﹤0.01%
30
+16
939
$9.73K ﹤0.01%
47
940
$9.7K ﹤0.01%
125
+120
941
$9.67K ﹤0.01%
355
942
$9.63K ﹤0.01%
225
943
$9.62K ﹤0.01%
21
-28
944
$9.6K ﹤0.01%
575
945
$9.57K ﹤0.01%
430
946
$9.56K ﹤0.01%
100
947
$9.5K ﹤0.01%
112
948
$9.48K ﹤0.01%
203
+1
949
$9.45K ﹤0.01%
+2,500
950
$9.44K ﹤0.01%
4,250
36 37
38
39 40