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
801
$30.1K ﹤0.01%
1,558
802
$29.7K ﹤0.01%
269
+29
803
$29.6K ﹤0.01%
339
+86
804
$29.6K ﹤0.01%
2,785
+35
805
$29.3K ﹤0.01%
604
+500
806
$29.2K ﹤0.01%
220
807
$29.1K ﹤0.01%
364
+1
808
$29.1K ﹤0.01%
700
809
$29K ﹤0.01%
238
810
$28.8K ﹤0.01%
14,400
811
$28.8K ﹤0.01%
1,220
812
$28.6K ﹤0.01%
124
-200
813
$28.5K ﹤0.01%
2,013
+1
814
$28.4K ﹤0.01%
212
-3,326
815
$28.3K ﹤0.01%
800
816
$28.2K ﹤0.01%
618
-280
817
$28.2K ﹤0.01%
3,229
-1,092
818
$28.1K ﹤0.01%
321
-22
819
$27.7K ﹤0.01%
8,695
+3,298
820
$27.7K ﹤0.01%
1,982
+13
821
$27.4K ﹤0.01%
2,118
+1,800
822
$27.4K ﹤0.01%
1,224
+3
823
$27.3K ﹤0.01%
344
+1
824
$27.2K ﹤0.01%
+1,224
825
$27.2K ﹤0.01%
+3,735
31 32
33
34 35