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
376
$139K 0.02%
1,882
377
$138K 0.02%
7,590
-2,425
378
$137K 0.01%
986
+2
379
$137K 0.01%
2,711
+2,707
380
$135K 0.01%
2,505
+18
381
$135K 0.01%
2,684
382
$134K 0.01%
8,650
+6,648
383
$133K 0.01%
1,377
384
$133K 0.01%
1,540
+33
385
$131K 0.01%
1,230
+730
386
$131K 0.01%
9,634
387
$131K 0.01%
2,000
388
$130K 0.01%
1,565
+2
389
$130K 0.01%
3,706
-1,302
390
$130K 0.01%
5,322
+1,173
391
$129K 0.01%
12,008
+11,770
392
$128K 0.01%
1,381
+1,335
393
$127K 0.01%
1,370
394
$126K 0.01%
4,283
-110
395
$126K 0.01%
1,655
-79
396
$126K 0.01%
5,000
-92
397
$124K 0.01%
2,795
+2,490
398
$124K 0.01%
1,266
+198
399
$123K 0.01%
482
+117
400
$123K 0.01%
2,020
-5
14 15
16
17 18