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
1201
$2.95K ﹤0.01%
133
-167
1202
$2.94K ﹤0.01%
40
1203
$2.92K ﹤0.01%
250
1204
$2.9K ﹤0.01%
175
1205
$2.89K ﹤0.01%
25
1206
$2.86K ﹤0.01%
74
1207
$2.85K ﹤0.01%
24
1208
$2.83K ﹤0.01%
63
1209
$2.73K ﹤0.01%
116
1210
$2.73K ﹤0.01%
259
1211
$2.71K ﹤0.01%
250
1212
$2.7K ﹤0.01%
167
1213
$2.7K ﹤0.01%
1
-7
1214
$2.69K ﹤0.01%
231
1215
$2.69K ﹤0.01%
85
1216
$2.68K ﹤0.01%
300
1217
$2.66K ﹤0.01%
51
1218
$2.65K ﹤0.01%
+142
1219
$2.65K ﹤0.01%
115
+3
1220
$2.65K ﹤0.01%
+100
1221
$2.63K ﹤0.01%
+202
1222
$2.62K ﹤0.01%
7
1223
$2.62K ﹤0.01%
83
1224
$2.6K ﹤0.01%
+209
1225
$2.57K ﹤0.01%
+81
47 48
49
50 51