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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
$244M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.01%
2 Consumer Discretionary 2.2%
3 Healthcare 1.59%
4 Communication Services 1.16%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$3K ﹤0.01%
1,182
577
$3K ﹤0.01%
+22
578
$3K ﹤0.01%
566
-1,881
579
$3K ﹤0.01%
+255
580
$2K ﹤0.01%
10
581
$2K ﹤0.01%
+144
582
$2K ﹤0.01%
64
583
$2K ﹤0.01%
23
+13
584
$2K ﹤0.01%
51
+5
585
$2K ﹤0.01%
17
586
$2K ﹤0.01%
9
+6
587
$2K ﹤0.01%
29
588
$2K ﹤0.01%
22
589
$2K ﹤0.01%
28
+6
590
$2K ﹤0.01%
60
591
$2K ﹤0.01%
145
-150
592
$2K ﹤0.01%
79
593
$2K ﹤0.01%
72
594
$2K ﹤0.01%
27
595
$2K ﹤0.01%
58
-2
596
$2K ﹤0.01%
77
-40,990
597
$2K ﹤0.01%
75
+50
598
$2K ﹤0.01%
37
599
$2K ﹤0.01%
123
600
$2K ﹤0.01%
144