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
1301
$1.6K ﹤0.01%
34
-426
1302
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1303
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35
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40
1305
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1307
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1308
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190
+40
1309
$1.54K ﹤0.01%
176
1310
$1.53K ﹤0.01%
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1311
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100
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128
1314
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98
1315
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+33
1318
$1.49K ﹤0.01%
200
-665
1319
$1.48K ﹤0.01%
30
1320
$1.48K ﹤0.01%
5
1321
$1.45K ﹤0.01%
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1322
$1.42K ﹤0.01%
70
1323
$1.42K ﹤0.01%
20
1324
$1.41K ﹤0.01%
234
1325
$1.4K ﹤0.01%
41
51 52
53
54 55