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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
$210M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.11M
3
+$2.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.01M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.73M

Top Sells

1
+$1.45M
2
+$1.39M
3
+$1.34M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.11M
5
AAPL icon
Apple
AAPL
+$802K

Sector Composition

1 Technology 3.23%
2 Consumer Discretionary 1.99%
3 Healthcare 1.87%
4 Communication Services 1.37%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
133
577
$2K ﹤0.01%
+95
578
$2K ﹤0.01%
+200
579
$2K ﹤0.01%
+15
580
$2K ﹤0.01%
+185
581
$2K ﹤0.01%
+200
582
$1K ﹤0.01%
7
583
$1K ﹤0.01%
+64
584
$1K ﹤0.01%
6
585
$1K ﹤0.01%
15
586
$1K ﹤0.01%
+10
587
$1K ﹤0.01%
+2
588
$1K ﹤0.01%
13
589
$1K ﹤0.01%
18
590
$1K ﹤0.01%
17
591
$1K ﹤0.01%
50
592
$1K ﹤0.01%
3
593
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594
$1K ﹤0.01%
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595
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+22
596
$1K ﹤0.01%
8
597
$1K ﹤0.01%
+100
598
$1K ﹤0.01%
+50
599
$1K ﹤0.01%
3
600
$1K ﹤0.01%
17
22 23
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25 26