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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
$430M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$9.31M
3
+$9.22M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$5.16M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.68M

Top Sells

1
+$213K
2
+$155K
3
+$129K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$113K
5
VB icon
Vanguard Small-Cap ETF
VB
+$60.3K

Sector Composition

1 Technology 4.93%
2 Consumer Discretionary 1.92%
3 Healthcare 1.25%
4 Communication Services 1%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
26
777
$1K ﹤0.01%
55
778
$1K ﹤0.01%
24
779
$1K ﹤0.01%
68
780
$1K ﹤0.01%
3
-2
781
$1K ﹤0.01%
110
782
$1K ﹤0.01%
9
783
$1K ﹤0.01%
156
+30
784
$1K ﹤0.01%
39
785
$1K ﹤0.01%
14
+13
786
$1K ﹤0.01%
31
-110
787
$1K ﹤0.01%
+7
788
$1K ﹤0.01%
23
789
$1K ﹤0.01%
+9
790
$1K ﹤0.01%
+50
791
$1K ﹤0.01%
26
792
$1K ﹤0.01%
46
793
$1K ﹤0.01%
5
794
$1K ﹤0.01%
+33
795
$1K ﹤0.01%
20
796
$1K ﹤0.01%
6
-110
797
$1K ﹤0.01%
18
798
$1K ﹤0.01%
17
799
$1K ﹤0.01%
+193
800
$1K ﹤0.01%
8
30 31
32
33 34