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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
376
$2K ﹤0.01%
47
+1
377
$2K ﹤0.01%
14
378
$2K ﹤0.01%
100
379
$2K ﹤0.01%
31
380
$2K ﹤0.01%
12
381
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108
+3
382
$2K ﹤0.01%
28
383
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31
384
$2K ﹤0.01%
22
385
$2K ﹤0.01%
+49
386
$2K ﹤0.01%
33
387
$2K ﹤0.01%
52
388
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80
389
$2K ﹤0.01%
26
390
$2K ﹤0.01%
16
391
$2K ﹤0.01%
43
392
$2K ﹤0.01%
16
393
$2K ﹤0.01%
52
394
$2K ﹤0.01%
+680
395
$2K ﹤0.01%
350
396
$2K ﹤0.01%
51
397
$2K ﹤0.01%
+260
398
$2K ﹤0.01%
22
399
$2K ﹤0.01%
361
400
$1K ﹤0.01%
32
14 15
16
17 18