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
$1.29B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,912
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$7.48M
3
+$6.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.64M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.64M

Top Sells

1
+$13.1M
2
+$5.24M
3
+$4.99M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.2M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.03M

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
1776
$5 ﹤0.01%
1
1777
$4 ﹤0.01%
1
1778
$4 ﹤0.01%
1
1779
– –
-29
1780
– –
-148
1781
– –
-99
1782
– –
-11
1783
– –
-91
1784
– –
0
1785
– –
-9
1786
– –
-1,100
1787
– –
-10
1788
– –
-57
1789
– –
-15
1790
– –
-529
1791
– –
-42
1792
– –
-180
1793
– –
-2
1794
– –
-200
1795
– –
-132
1796
– –
-140
1797
– –
-600
1798
– –
-47
1799
– –
-5
1800
– –
-1,000
70 71
72
73 74