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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
1826
– –
-116
1827
– –
-251
1828
– –
-16,996
1829
– –
-5
1830
– –
-103
1831
– –
-38
1832
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-186
1833
– –
-429
1834
– –
-74
1835
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-19
1836
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-27
1837
– –
-31
1838
– –
-1
1839
– –
-3
1840
– –
-500
1841
– –
-14
1842
– –
-2,400
1843
– –
-3,626
1844
– –
-346
1845
– –
-518
1846
– –
-15
1847
– –
-20
1848
– –
-400
1849
– –
-8
1850
– –
-17
72 73
74
75 76