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
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$0 ﹤0.01%
5
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609
-4
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$0 ﹤0.01%
3
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$0 ﹤0.01%
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619
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620
$0 ﹤0.01%
6
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621
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622
$0 ﹤0.01%
7
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624
$0 ﹤0.01%
11
625
$0 ﹤0.01%
4