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
351
$157K 0.02%
3,984
-71
352
$157K 0.02%
1,266
+265
353
$156K 0.02%
6,377
-1,621
354
$154K 0.02%
1,624
-1
355
$153K 0.02%
+4,517
356
$152K 0.02%
+4,829
357
$151K 0.02%
1,566
+508
358
$151K 0.02%
1,622
-10,507
359
$151K 0.02%
2,970
+10
360
$149K 0.02%
1,965
-17,451
361
$148K 0.02%
4,187
-863
362
$147K 0.02%
9,945
+224
363
$147K 0.02%
4,495
-294
364
$146K 0.02%
1,594
-106
365
$146K 0.02%
1,971
+104
366
$145K 0.02%
2,972
+1,605
367
$144K 0.02%
3,557
-310
368
$143K 0.02%
1,066
+564
369
$142K 0.02%
4,345
+83
370
$141K 0.02%
1,789
371
$141K 0.02%
1,976
+95
372
$140K 0.02%
9,208
-203
373
$140K 0.02%
488
374
$139K 0.02%
1,079
+5
375
$139K 0.02%
1,845
+1,135
13 14
15
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