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
$504M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Sells

1 +$5.15M
2 +$2.49M
3 +$553K
4
MSFT icon
Microsoft
MSFT
+$533K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$447K

Sector Composition

1 Technology 4.07%
2 Consumer Discretionary 2.11%
3 Financials 1.48%
4 Healthcare 1.12%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
63
652
$7K ﹤0.01%
465
653
$7K ﹤0.01%
400
654
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124
+100
655
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253
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656
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140
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657
$7K ﹤0.01%
+35
658
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114
659
$7K ﹤0.01%
+540
660
$7K ﹤0.01%
4,412
+2,552
661
$6K ﹤0.01%
252
662
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55
663
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81
664
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666
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667
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668
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669
$6K ﹤0.01%
162
670
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48
671
$6K ﹤0.01%
161
672
$6K ﹤0.01%
+140
673
$6K ﹤0.01%
126
+11
674
$6K ﹤0.01%
21
+13
675
$6K ﹤0.01%
166
+2