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LFG
Larson Financial Group Portfolio holdings
AUM
$3.12B
1-Year Est. Return
22.89%
This Fund
S&P 500
1 Year Est. Return
+22.89%
AUM
$108M
AUM Growth
+$20.7M
(+24%)
Holding
537
Top Buys
| 1 | +$5.04M | |
| 2 | +$2.89M | |
| 3 | +$2.88M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.51M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.46M |
Top Sells
| 1 | +$179K | |
| 2 | +$123K | |
| 3 | +$93.4K | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$60.7K |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$36.6K |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Healthcare | 1.81% |
| 3 | Consumer Discretionary | 1.38% |
| 4 | Communication Services | 1.18% |
| 5 | Energy | 0.99% |