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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
601
$1K ﹤0.01%
13
602
$1K ﹤0.01%
32
-59
603
$1K ﹤0.01%
27
604
$1K ﹤0.01%
+28
605
$1K ﹤0.01%
25
606
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+25
607
$1K ﹤0.01%
9
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608
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33
+7
609
$1K ﹤0.01%
114
+7
610
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104
+1
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$1K ﹤0.01%
21
612
$1K ﹤0.01%
+5
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$1K ﹤0.01%
11
614
$1K ﹤0.01%
24
615
$1K ﹤0.01%
10
616
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617
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4
618
$1K ﹤0.01%
9
+5
619
$1K ﹤0.01%
12
620
$1K ﹤0.01%
7
621
$1K ﹤0.01%
15
622
$1K ﹤0.01%
+125
623
$1K ﹤0.01%
36
+8
624
$1K ﹤0.01%
3
625
$1K ﹤0.01%
23
23 24
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26 27