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
1001
$7.91K ﹤0.01%
275
1002
$7.9K ﹤0.01%
800
1003
$7.88K ﹤0.01%
128
+111
1004
$7.77K ﹤0.01%
96
+10
1005
$7.76K ﹤0.01%
312
1006
$7.71K ﹤0.01%
+1,500
1007
$7.67K ﹤0.01%
348
1008
$7.65K ﹤0.01%
320
1009
$7.62K ﹤0.01%
63
-197
1010
$7.61K ﹤0.01%
123
1011
$7.58K ﹤0.01%
375
1012
$7.56K ﹤0.01%
36
1013
$7.52K ﹤0.01%
+100
1014
$7.48K ﹤0.01%
129
1015
$7.45K ﹤0.01%
118
-35
1016
$7.29K ﹤0.01%
80
1017
$7.24K ﹤0.01%
+248
1018
$7.21K ﹤0.01%
240
1019
$7.21K ﹤0.01%
259
1020
$7.13K ﹤0.01%
200
-13
1021
$7.09K ﹤0.01%
35
-17
1022
$7.06K ﹤0.01%
698
+690
1023
$7.05K ﹤0.01%
139
1024
$6.96K ﹤0.01%
109
-324
1025
$6.94K ﹤0.01%
376
39 40
41
42 43