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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
$210M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.11M
3
+$2.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.01M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.73M

Top Sells

1
+$1.45M
2
+$1.39M
3
+$1.34M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.11M
5
AAPL icon
Apple
AAPL
+$802K

Sector Composition

1 Technology 3.23%
2 Consumer Discretionary 1.99%
3 Healthcare 1.87%
4 Communication Services 1.37%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K 0.01%
+354
377
$11K 0.01%
+183
378
$11K 0.01%
338
+160
379
$11K 0.01%
29
+3
380
$11K 0.01%
+130
381
$11K 0.01%
+925
382
$11K 0.01%
+418
383
$11K 0.01%
+408
384
$11K 0.01%
+414
385
$11K 0.01%
+417
386
$11K 0.01%
52
+45
387
$10K ﹤0.01%
154
+108
388
$10K ﹤0.01%
+181
389
$10K ﹤0.01%
57
390
$10K ﹤0.01%
+106
391
$10K ﹤0.01%
+133
392
$10K ﹤0.01%
+883
393
$10K ﹤0.01%
203
+103
394
$10K ﹤0.01%
60
+50
395
$10K ﹤0.01%
+388
396
$10K ﹤0.01%
+383
397
$10K ﹤0.01%
+346
398
$10K ﹤0.01%
+389
399
$10K ﹤0.01%
+243
400
$10K ﹤0.01%
136
14 15
16
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