We are live on ! Find out more
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
426
– –
0
427
$1K ﹤0.01%
17
-17
428
$1K ﹤0.01%
7
429
$1K ﹤0.01%
96
+2
430
$1K ﹤0.01%
16
431
$1K ﹤0.01%
11
432
$1K ﹤0.01%
6
433
$1K ﹤0.01%
21
434
$1K ﹤0.01%
33
-13
435
$1K ﹤0.01%
14
436
$1K ﹤0.01%
15
437
$1K ﹤0.01%
17
438
$1K ﹤0.01%
4
439
$1K ﹤0.01%
17
440
$1K ﹤0.01%
7
441
$1K ﹤0.01%
6
442
$1K ﹤0.01%
+22
443
$1K ﹤0.01%
15
444
$1K ﹤0.01%
16
445
$1K ﹤0.01%
11
446
$1K ﹤0.01%
7
447
$1K ﹤0.01%
5
448
$1K ﹤0.01%
14
449
$1K ﹤0.01%
29
450
$1K ﹤0.01%
26
16 17
18
19 20