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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
$294M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.12M
3
+$3.64M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.48M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.46M

Top Sells

1
+$1.27M
2
+$903K
3
+$894K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$670K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$618K

Sector Composition

1 Technology 2.98%
2 Consumer Discretionary 2.45%
3 Healthcare 1.55%
4 Communication Services 1.24%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
8
677
$1K ﹤0.01%
31
678
$1K ﹤0.01%
+15
679
$1K ﹤0.01%
65
680
$1K ﹤0.01%
14
681
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17
682
$1K ﹤0.01%
14
683
$1K ﹤0.01%
13
684
$1K ﹤0.01%
8
685
$1K ﹤0.01%
32
686
$1K ﹤0.01%
6
687
$1K ﹤0.01%
+5
688
$1K ﹤0.01%
46
+21
689
$1K ﹤0.01%
23
690
$1K ﹤0.01%
63
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691
$1K ﹤0.01%
+29
692
$1K ﹤0.01%
5
693
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694
$1K ﹤0.01%
+184
695
$1K ﹤0.01%
48
+6
696
$1K ﹤0.01%
21
697
$1K ﹤0.01%
11
698
$1K ﹤0.01%
6
699
$1K ﹤0.01%
41
700
$1K ﹤0.01%
24
26 27
28
29 30