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
$1.29B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,912
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.75M
3
+$6.24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.84M

Top Sells

1
+$13.3M
2
+$5.3M
3
+$5.05M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.27M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.1M

Sector Composition

1 Technology 7.18%
2 Healthcare 3.64%
3 Industrials 3.49%
4 Financials 3.41%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$34K ﹤0.01%
557
-757
777
$33.9K ﹤0.01%
700
778
$33.8K ﹤0.01%
1,132
779
$33.8K ﹤0.01%
372
+17
780
$33.5K ﹤0.01%
384
781
$33.4K ﹤0.01%
323
+2
782
$33.1K ﹤0.01%
516
+4
783
$33K ﹤0.01%
1,441
-269
784
$32.8K ﹤0.01%
1,323
+50
785
$32.3K ﹤0.01%
598
786
$32.2K ﹤0.01%
4,353
+187
787
$32.2K ﹤0.01%
556
+314
788
$32K ﹤0.01%
360
+1
789
$31.6K ﹤0.01%
252
+2
790
$31.4K ﹤0.01%
+201
791
$31.4K ﹤0.01%
952
792
$31.3K ﹤0.01%
164
-62
793
$31K ﹤0.01%
1,031
-657
794
$30.9K ﹤0.01%
106
+65
795
$30.9K ﹤0.01%
337
-555
796
$30.7K ﹤0.01%
1,007
+610
797
$30.6K ﹤0.01%
1,461
+624
798
$30.3K ﹤0.01%
+1,500
799
$30.2K ﹤0.01%
176
-384
800
$30.2K ﹤0.01%
+2,000
30 31
32
33 34