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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
$504M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$18M
3
+$6.13M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.66M

Top Sells

1
+$5.29M
2
+$2.56M
3
+$561K
4
MSFT icon
Microsoft
MSFT
+$550K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$459K

Sector Composition

1 Technology 4.08%
2 Consumer Discretionary 2.11%
3 Financials 1.48%
4 Healthcare 1.12%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
6
802
$2K ﹤0.01%
52
803
$2K ﹤0.01%
40
804
$2K ﹤0.01%
34
805
$1K ﹤0.01%
10
806
$1K ﹤0.01%
6
807
$1K ﹤0.01%
18
808
$1K ﹤0.01%
11
809
$1K ﹤0.01%
4
810
$1K ﹤0.01%
21
811
$1K ﹤0.01%
+1
812
$1K ﹤0.01%
13
813
$1K ﹤0.01%
9
814
$1K ﹤0.01%
18
815
$1K ﹤0.01%
8
816
$1K ﹤0.01%
28
817
$1K ﹤0.01%
71
818
$1K ﹤0.01%
15
819
$1K ﹤0.01%
3
820
$1K ﹤0.01%
17
821
$1K ﹤0.01%
4
822
$1K ﹤0.01%
14
823
$1K ﹤0.01%
+30
824
$1K ﹤0.01%
23
825
$1K ﹤0.01%
+25
31 32
33
34 35