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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
$153M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.18%
2 Healthcare 1.72%
3 Communication Services 1.65%
4 Consumer Discretionary 1.49%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K 0.01%
264
327
$8K 0.01%
+500
328
$8K 0.01%
+100
329
$8K 0.01%
28
-60
330
$8K 0.01%
88
331
$8K 0.01%
100
332
$8K 0.01%
56
333
$8K 0.01%
43
+1
334
$8K 0.01%
+304
335
$8K 0.01%
414
+405
336
$7K ﹤0.01%
250
337
$7K ﹤0.01%
107
338
$7K ﹤0.01%
70
339
$7K ﹤0.01%
390
340
$7K ﹤0.01%
80
341
$7K ﹤0.01%
346
342
$7K ﹤0.01%
2
343
$7K ﹤0.01%
882
+809
344
$7K ﹤0.01%
25
345
$7K ﹤0.01%
765
346
$7K ﹤0.01%
227
+79
347
$7K ﹤0.01%
120
+3
348
$6K ﹤0.01%
+120
349
$6K ﹤0.01%
165
350
$6K ﹤0.01%
+200