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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.08M
3
+$718K
4
REET icon
iShares Global REIT ETF
REET
+$692K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$594K

Top Sells

1
+$140K
2
+$123K
3
+$96.2K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$83.1K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75K

Sector Composition

1 Technology 2.7%
2 Healthcare 1.75%
3 Consumer Discretionary 1.4%
4 Communication Services 1.24%
5 Energy 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K 0.01%
250
252
$8K 0.01%
88
+1
253
$8K 0.01%
100
254
$8K 0.01%
390
255
$8K 0.01%
55
256
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272
+2
257
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258
$7K 0.01%
238
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$7K 0.01%
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260
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150
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135
262
$7K 0.01%
56
263
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80
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$7K 0.01%
+66
265
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821
+22
266
$6K ﹤0.01%
25
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267
$6K ﹤0.01%
70
268
$6K ﹤0.01%
20
269
$6K ﹤0.01%
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+1
270
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32
271
$6K ﹤0.01%
343
+5
272
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107
273
$6K ﹤0.01%
715
274
$6K ﹤0.01%
15
275
$6K ﹤0.01%
339
+12
9 10
11
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