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LFG
Larson Financial Group Portfolio holdings
AUM
$3.12B
1-Year Est. Return
22.89%
This Fund
S&P 500
1 Year Est. Return
+22.89%
AUM
$3.12B
AUM Growth
+$129M
(+4.3%)
Holding
3,795
Top Buys
| 1 | +$28.6M | |
| 2 | +$24.9M | |
| 3 | +$19M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$18.1M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$12.7M |
Top Sells
| 1 | +$11.3M | |
| 2 | +$11M | |
| 3 | +$8.84M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$8.11M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$5.81M |
Sector Composition
| 1 | Technology | 15.78% |
| 2 | Financials | 4.77% |
| 3 | Consumer Discretionary | 4.11% |
| 4 | Industrials | 3.72% |
| 5 | Healthcare | 3.3% |
