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
1276
$1.84K ﹤0.01%
18
1277
$1.83K ﹤0.01%
7
1278
$1.82K ﹤0.01%
31
-182
1279
$1.81K ﹤0.01%
300
1280
$1.8K ﹤0.01%
333
1281
$1.8K ﹤0.01%
400
1282
$1.79K ﹤0.01%
200
1283
$1.76K ﹤0.01%
400
1284
$1.74K ﹤0.01%
47
1285
$1.73K ﹤0.01%
38
1286
$1.71K ﹤0.01%
42
1287
$1.69K ﹤0.01%
22
-1
1288
$1.69K ﹤0.01%
59
1289
$1.69K ﹤0.01%
300
1290
$1.68K ﹤0.01%
525
1291
$1.68K ﹤0.01%
10
1292
$1.66K ﹤0.01%
173
1293
$1.65K ﹤0.01%
68
1294
$1.65K ﹤0.01%
8
1295
$1.65K ﹤0.01%
61
-300
1296
$1.65K ﹤0.01%
226
1297
$1.64K ﹤0.01%
29
-217
1298
$1.63K ﹤0.01%
480
1299
$1.61K ﹤0.01%
65
-99
1300
$1.6K ﹤0.01%
108
50 51
52
53 54