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
$87.5M
AUM Growth
+$621K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$545K
2 +$312K
3 +$310K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$298K
5
MSFT icon
Microsoft
MSFT
+$234K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 0.87%
3 Healthcare 0.84%
4 Energy 0.66%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,257