We are live on ! Find out more
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
$244M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.01%
2 Consumer Discretionary 2.2%
3 Healthcare 1.59%
4 Communication Services 1.16%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$0 ﹤0.01%
7
827
-150
828
$0 ﹤0.01%
56
829
-350
830
0
831
$0 ﹤0.01%
11
832
-125
833
$0 ﹤0.01%
1
834
-15
835
$0 ﹤0.01%
8
836
0
837
-135
838
-925
839
-289
840
$0 ﹤0.01%
+20
841
0
842
$0 ﹤0.01%
+50
843
$0 ﹤0.01%
5
844
$0 ﹤0.01%
8
845
$0 ﹤0.01%
14
846
$0 ﹤0.01%
+2
847
-243
848
$0 ﹤0.01%
+2
849
$0 ﹤0.01%
1
850
-70