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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
$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
501
$1K ﹤0.01%
15
502
$1K ﹤0.01%
3
503
$1K ﹤0.01%
18
504
$1K ﹤0.01%
57
+56
505
$1K ﹤0.01%
29
+1
506
$1K ﹤0.01%
16
507
$1K ﹤0.01%
15
-19
508
$1K ﹤0.01%
654
509
$1K ﹤0.01%
11
510
$1K ﹤0.01%
26
511
$1K ﹤0.01%
24
512
$1K ﹤0.01%
2
513
$1K ﹤0.01%
18
-244
514
$1K ﹤0.01%
7
515
$1K ﹤0.01%
15
516
$1K ﹤0.01%
39
517
$1K ﹤0.01%
18
+4
518
$1K ﹤0.01%
47
-1
519
$1K ﹤0.01%
11
520
$1K ﹤0.01%
+18
521
$1K ﹤0.01%
23
522
$1K ﹤0.01%
+20
523
$1K ﹤0.01%
137
524
$1K ﹤0.01%
350
525
$1K ﹤0.01%
11
-112