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
$835M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.2M
3
+$14.2M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$14.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13M

Top Sells

1
+$14M
2
+$8.67M
3
+$8.1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.89M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.67M

Sector Composition

1 Technology 5.2%
2 Healthcare 4.14%
3 Financials 3.83%
4 Consumer Discretionary 3.05%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1.12K ﹤0.01%
101
-10
1277
$1.12K ﹤0.01%
30
1278
$1.11K ﹤0.01%
15
1279
$1.11K ﹤0.01%
325
+60
1280
$1.09K ﹤0.01%
16
1281
$1.09K ﹤0.01%
4,930
1282
$1.07K ﹤0.01%
10
1283
$1.07K ﹤0.01%
44
1284
$1.07K ﹤0.01%
13
1285
$1.06K ﹤0.01%
124
1286
$1.06K ﹤0.01%
27
+4
1287
$1.05K ﹤0.01%
62
1288
$1.03K ﹤0.01%
85
1289
$1.03K ﹤0.01%
75
1290
$1.01K ﹤0.01%
685
1291
$1.01K ﹤0.01%
3
1292
$1.01K ﹤0.01%
100
1293
$1.01K ﹤0.01%
+12
1294
$1.01K ﹤0.01%
61
1295
$993 ﹤0.01%
19
1296
$980 ﹤0.01%
+176
1297
$957 ﹤0.01%
99
1298
$950 ﹤0.01%
30
1299
$949 ﹤0.01%
46
1300
$949 ﹤0.01%
2
50 51
52
53 54