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
1151
$3.9K ﹤0.01%
86
1152
$3.9K ﹤0.01%
103
1153
$3.87K ﹤0.01%
93
1154
$3.87K ﹤0.01%
136
+2
1155
$3.81K ﹤0.01%
+39
1156
$3.81K ﹤0.01%
93
1157
$3.8K ﹤0.01%
26
1158
$3.77K ﹤0.01%
100
1159
$3.77K ﹤0.01%
300
1160
$3.76K ﹤0.01%
79
1161
$3.76K ﹤0.01%
366
1162
$3.71K ﹤0.01%
28
1163
$3.68K ﹤0.01%
+167
1164
$3.61K ﹤0.01%
44
1165
$3.6K ﹤0.01%
110
1166
$3.55K ﹤0.01%
12
1167
$3.52K ﹤0.01%
40
+1
1168
$3.5K ﹤0.01%
140
+2
1169
$3.48K ﹤0.01%
100
1170
$3.46K ﹤0.01%
22
1171
$3.46K ﹤0.01%
36
1172
$3.44K ﹤0.01%
200
1173
$3.44K ﹤0.01%
500
1174
$3.43K ﹤0.01%
99
1175
$3.42K ﹤0.01%
507
45 46
47
48 49