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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
401
$1K ﹤0.01%
20
402
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10
403
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4
-2
404
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5
405
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46
406
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407
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408
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4
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109
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$1K ﹤0.01%
73
411
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20
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11
413
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414
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8
415
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416
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19
417
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9
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27
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+15
422
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21
+1
423
$1K ﹤0.01%
6
424
$1K ﹤0.01%
37
425
$1K ﹤0.01%
33
15 16
17
18 19