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
1051
$5.96K ﹤0.01%
176
1052
$5.87K ﹤0.01%
155
+11
1053
$5.86K ﹤0.01%
130
+1
1054
$5.86K ﹤0.01%
147
-1,092
1055
$5.84K ﹤0.01%
+131
1056
$5.83K ﹤0.01%
56
1057
$5.81K ﹤0.01%
600
-174
1058
$5.81K ﹤0.01%
+120
1059
$5.81K ﹤0.01%
429
1060
$5.81K ﹤0.01%
123
1061
$5.8K ﹤0.01%
100
1062
$5.72K ﹤0.01%
+230
1063
$5.68K ﹤0.01%
+794
1064
$5.67K ﹤0.01%
519
1065
$5.67K ﹤0.01%
134
-244
1066
$5.66K ﹤0.01%
7
1067
$5.66K ﹤0.01%
913
1068
$5.66K ﹤0.01%
128
1069
$5.63K ﹤0.01%
142
1070
$5.62K ﹤0.01%
160
1071
$5.61K ﹤0.01%
193
1072
$5.59K ﹤0.01%
104
-512
1073
$5.57K ﹤0.01%
+170
1074
$5.57K ﹤0.01%
+200
1075
$5.56K ﹤0.01%
130
+26
41 42
43
44 45