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
$626M
AUM Growth
-$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.98M
3
+$4.6M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.61M

Top Sells

1
+$3.28M
2
+$3.25M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Sector Composition

1 Technology 3.86%
2 Consumer Discretionary 2.04%
3 Healthcare 1.38%
4 Industrials 1.1%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$37K 0.01%
243
427
$37K 0.01%
62
-54
428
$36K 0.01%
178
+104
429
$36K 0.01%
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430
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$36K 0.01%
952
432
$35K 0.01%
936
433
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444
434
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1,409
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435
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436
$34K 0.01%
167
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$33K 0.01%
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439
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440
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441
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$32K 0.01%
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446
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57
447
$31K 0.01%
783
448
$31K 0.01%
518
449
$31K 0.01%
700
450
$30K ﹤0.01%
290
+66
16 17
18
19 20