LFG
Larson Financial Group Portfolio holdings
AUM
$2.49B
1-Year Return
16.5%
This Quarter Return
-22.3%
1 Year Return
+16.5%
3 Year Return
+57.18%
5 Year Return
+85.95%
10 Year Return
–
AUM
$160M
AUM Growth
-$13.9M
(-8%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
15.54%
Top 10 Holdings %
Top 10 Hldgs %
46.04%
Holding
701
New
77
Increased
216
Reduced
91
Closed
83
Top Buys
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$4.26M |
| 2 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$4.04M |
| 3 |
iShares Global REIT ETF
REET
|
+$3.5M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.36M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$2.17M |
Top Sells
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Healthcare | 2.03% |
| 3 | Consumer Discretionary | 1.64% |
| 4 | Communication Services | 1.39% |
| 5 | Utilities | 1.28% |
