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
1226
$2.55K ﹤0.01%
31
1227
$2.54K ﹤0.01%
+15
1228
$2.54K ﹤0.01%
33
1229
$2.51K ﹤0.01%
120
-2,277
1230
$2.5K ﹤0.01%
483
1231
$2.5K ﹤0.01%
127
1232
$2.5K ﹤0.01%
298
-487
1233
$2.49K ﹤0.01%
177
1234
$2.48K ﹤0.01%
61
1235
$2.48K ﹤0.01%
310
1236
$2.46K ﹤0.01%
62
1237
$2.45K ﹤0.01%
100
1238
$2.43K ﹤0.01%
83
+20
1239
$2.4K ﹤0.01%
105
-553
1240
$2.39K ﹤0.01%
45
1241
$2.38K ﹤0.01%
94
1242
$2.37K ﹤0.01%
12
1243
$2.37K ﹤0.01%
46
1244
$2.34K ﹤0.01%
14
1245
$2.33K ﹤0.01%
51
1246
$2.31K ﹤0.01%
11
1247
$2.31K ﹤0.01%
+32
1248
$2.3K ﹤0.01%
15
1249
$2.28K ﹤0.01%
27
1250
$2.25K ﹤0.01%
+80
48 49
50
51 52