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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
626
$1K ﹤0.01%
9
+1
627
$1K ﹤0.01%
30
+1
628
$1K ﹤0.01%
5
629
$1K ﹤0.01%
25
630
$1K ﹤0.01%
3
631
$1K ﹤0.01%
4
632
$1K ﹤0.01%
29
+5
633
$1K ﹤0.01%
20
+2
634
$1K ﹤0.01%
29
635
$1K ﹤0.01%
193
636
$1K ﹤0.01%
+22
637
$1K ﹤0.01%
+55
638
$1K ﹤0.01%
11
639
$1K ﹤0.01%
29
640
$1K ﹤0.01%
+60
641
$1K ﹤0.01%
2
642
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28
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643
$1K ﹤0.01%
9
644
$1K ﹤0.01%
3
645
$1K ﹤0.01%
9
646
$1K ﹤0.01%
17
+6
647
$1K ﹤0.01%
6
648
$1K ﹤0.01%
52
649
$1K ﹤0.01%
29
650
$1K ﹤0.01%
20
24 25
26
27 28