LFG
Larson Financial Group Portfolio holdings
AUM
$2.49B
1-Year Return
16.5%
This Quarter Return
+1.39%
1 Year Return
+16.5%
3 Year Return
+57.18%
5 Year Return
+85.95%
10 Year Return
–
AUM
$135M
AUM Growth
+$8.39M
(+6.6%)
Cap. Flow
+$6.85M
Cap. Flow
% of AUM
5.09%
Top 10 Holdings %
Top 10 Hldgs %
60.32%
Holding
612
New
57
Increased
193
Reduced
77
Closed
35
Top Buys
Top Sells
| 1 |
Akamai
AKAM
|
$364K |
| 2 |
Cheniere Energy
LNG
|
$171K |
| 3 |
Amazon
AMZN
|
$151K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$89.9K |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$63.3K |
Sector Composition
| 1 | Technology | 2.88% |
| 2 | Healthcare | 1.69% |
| 3 | Communication Services | 1.39% |
| 4 | Consumer Discretionary | 1.35% |
| 5 | Financials | 0.88% |
