LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$9.79M
3 +$9.28M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$5.18M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M

Sector Composition

1 Technology 4.93%
2 Consumer Discretionary 1.92%
3 Healthcare 1.25%
4 Communication Services 1%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
+251
577
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578
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390
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126
+1