LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
526
$1K ﹤0.01%
12
527
$1K ﹤0.01%
23
528
$1K ﹤0.01%
+20
529
$1K ﹤0.01%
137
530
$1K ﹤0.01%
350
531
$1K ﹤0.01%
11
-112
532
$1K ﹤0.01%
51
533
$0 ﹤0.01%
4
534
$0 ﹤0.01%
5
535
-25
536
$0 ﹤0.01%
1
537
0
538
-119
539
$0 ﹤0.01%
69
540
-100
541
$0 ﹤0.01%
12
542
-1,084
543
-1
544
$0 ﹤0.01%
1
545
$0 ﹤0.01%
4
546
$0 ﹤0.01%
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547
-2
548
-4
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0
550
$0 ﹤0.01%
11