LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.18%
2 Healthcare 1.72%
3 Communication Services 1.65%
4 Consumer Discretionary 1.49%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$2K ﹤0.01%
+30
427
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80
428
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26
429
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13
-44
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16
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52
432
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22
433
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750
434
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133
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20
436
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4
+2
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154
+5
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550
439
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6
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54
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17
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30
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30
446
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35
447
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26
448
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31
449
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15
450
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47