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
1101
$5.03K ﹤0.01%
912
1102
$5K ﹤0.01%
12
1103
$4.95K ﹤0.01%
97
1104
$4.94K ﹤0.01%
76
1105
$4.94K ﹤0.01%
113
1106
$4.92K ﹤0.01%
110
1107
$4.92K ﹤0.01%
433
1108
$4.9K ﹤0.01%
32
-64
1109
$4.89K ﹤0.01%
144
1110
$4.88K ﹤0.01%
15
1111
$4.87K ﹤0.01%
+33
1112
$4.86K ﹤0.01%
+94
1113
$4.85K ﹤0.01%
87
1114
$4.82K ﹤0.01%
49
1115
$4.76K ﹤0.01%
146
1116
$4.69K ﹤0.01%
506
+500
1117
$4.68K ﹤0.01%
110
+71
1118
$4.66K ﹤0.01%
114
-8
1119
$4.61K ﹤0.01%
+152
1120
$4.57K ﹤0.01%
318
+9
1121
$4.55K ﹤0.01%
107
1122
$4.54K ﹤0.01%
+138
1123
$4.51K ﹤0.01%
23
1124
$4.5K ﹤0.01%
325
1125
$4.46K ﹤0.01%
592
43 44
45
46 47