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
$920M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.41M
3
+$3M
4
BP icon
BP
BP
+$2.73M
5
KE
Kimball Electronics
KE
+$2.6M

Top Sells

1
+$2.01M
2
+$1.82M
3
+$1.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.58M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Sector Composition

1 Technology 6.14%
2 Financials 3.51%
3 Consumer Discretionary 3.5%
4 Healthcare 3.43%
5 Energy 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$216K 0.02%
5,559
-91
302
$215K 0.02%
6,602
+2,093
303
$212K 0.02%
4,000
304
$211K 0.02%
4,043
+1,169
305
$211K 0.02%
3,636
-56
306
$210K 0.02%
1,144
+244
307
$209K 0.02%
5,867
+2,620
308
$206K 0.02%
3,551
309
$206K 0.02%
5,960
-25,580
310
$204K 0.02%
3,695
-265
311
$202K 0.02%
6,232
-165
312
$200K 0.02%
16,067
-810
313
$198K 0.02%
2,148
314
$197K 0.02%
5,561
+64
315
$197K 0.02%
904
-377
316
$195K 0.02%
12,207
+276
317
$190K 0.02%
1,163
+203
318
$187K 0.02%
+27,409
319
$185K 0.02%
2,228
+489
320
$183K 0.02%
6,122
+300
321
$183K 0.02%
2,902
322
$183K 0.02%
3,859
-2,331
323
$183K 0.02%
4,856
+4,628
324
$182K 0.02%
6,469
+5,140
325
$182K 0.02%
1,544
+1,260
11 12
13
14 15