LFG
Larson Financial Group Portfolio holdings
AUM
$2.49B
This Quarter Return
-0.94%
1 Year Return
+16.5%
3 Year Return
+57.18%
5 Year Return
+85.95%
10 Year Return
–
AUM
$85.2M
AUM Growth
+$85.2M
(-29%)
Cap. Flow
-$32.8M
Cap. Flow
% of AUM
-38.48%
Top 10 Holdings %
Top 10 Hldgs %
64.48%
Holding
71
New
–
Increased
13
Reduced
32
Closed
25
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$5.93M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.89M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.62M |
| 4 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$5.17M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.49M |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Healthcare | 0.74% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Energy | 0.52% |
| 5 | Financials | 0% |
