LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,774
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$2.66M
4
LLY icon
Eli Lilly
LLY
+$2.59M
5
AAPL icon
Apple
AAPL
+$2.41M

Top Sells

1
+$1.83M
2
+$1.46M
3
+$1.25M
4
NVST icon
Envista
NVST
+$1.22M
5
DIS icon
Walt Disney
DIS
+$1.2M

Sector Composition

1 Technology 6.3%
2 Consumer Discretionary 3.64%
3 Financials 3.26%
4 Healthcare 3.24%
5 Energy 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$11.9K ﹤0.01%
115
-8
952
$11.8K ﹤0.01%
175
953
$11.8K ﹤0.01%
50
+13
954
$11.8K ﹤0.01%
60
955
$11.8K ﹤0.01%
1,782
+8
956
$11.7K ﹤0.01%
+387
957
$11.7K ﹤0.01%
62
958
$11.7K ﹤0.01%
45
+24
959
$11.4K ﹤0.01%
101
+41
960
$11.4K ﹤0.01%
44
961
$11.4K ﹤0.01%
121
962
$11.3K ﹤0.01%
98
963
$11.3K ﹤0.01%
404
964
$11K ﹤0.01%
326
-57
965
$10.9K ﹤0.01%
200
966
$10.9K ﹤0.01%
15
-26
967
$10.8K ﹤0.01%
117
968
$10.8K ﹤0.01%
86
969
$10.7K ﹤0.01%
21
970
$10.7K ﹤0.01%
250
971
$10.7K ﹤0.01%
316
-40
972
$10.6K ﹤0.01%
52
973
$10.6K ﹤0.01%
365
+130
974
$10.6K ﹤0.01%
500
975
$10.6K ﹤0.01%
200
-524
37 38
39
40 41