LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.98%
2 Consumer Discretionary 2.45%
3 Healthcare 1.55%
4 Communication Services 1.24%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$17K 0.01%
613
402
$17K 0.01%
589
+151
403
$17K 0.01%
+225
404
$17K 0.01%
+645
405
$17K 0.01%
259
+21
406
$17K 0.01%
321
407
$17K 0.01%
306
408
$16K 0.01%
177
409
$16K 0.01%
85
410
$16K 0.01%
162
411
$16K 0.01%
100
412
$16K 0.01%
308
413
$16K 0.01%
+406
414
$16K 0.01%
118
415
$16K 0.01%
1,135
-20
416
$16K 0.01%
271
417
$16K 0.01%
349
418
$16K 0.01%
58
+27
419
$15K 0.01%
181
420
$15K 0.01%
154
421
$15K 0.01%
651
+7
422
$15K 0.01%
+276
423
$15K 0.01%
+417
424
$15K 0.01%
42
-1
425
$15K 0.01%
484