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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
1876
– –
-151
1877
– –
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1878
– –
-3,426
1879
– –
-10
1880
– –
-65
1881
– –
-526
1882
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-350
1883
– –
-3,097
1884
– –
-197
1885
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-176
1886
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-15
1887
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-200
1888
– –
-900
1889
– –
-25
1890
– –
-247
1891
– –
-200
1892
– –
-23
1893
– –
-72
1894
– –
-55
1895
– –
0
1896
– –
-80,615
1897
– –
-230
1898
– –
-99
1899
– –
-300
1900
– –
-46
73 74 75
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