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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
$135M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$571K
3
+$549K
4
REET icon
iShares Global REIT ETF
REET
+$509K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$476K

Top Sells

1
+$351K
2
+$165K
3
+$149K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$88.4K
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$63.4K

Sector Composition

1 Technology 2.89%
2 Healthcare 1.69%
3 Communication Services 1.39%
4 Consumer Discretionary 1.35%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
7
427
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98
+2
428
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16
429
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12
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435
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448
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11
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16 17
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