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
401
$123K 0.01%
3,917
-6,295
402
$122K 0.01%
2,000
-29
403
$122K 0.01%
1,605
-1,471
404
$122K 0.01%
4,834
-2,832
405
$122K 0.01%
2,731
+1
406
$121K 0.01%
1,498
-5
407
$119K 0.01%
1,787
408
$118K 0.01%
1,592
-730
409
$115K 0.01%
1,856
+9
410
$113K 0.01%
1,526
+761
411
$113K 0.01%
2,150
+716
412
$112K 0.01%
5,535
+955
413
$112K 0.01%
5,807
+1,026
414
$112K 0.01%
5,303
+953
415
$111K 0.01%
2,244
-62
416
$110K 0.01%
162
+98
417
$110K 0.01%
2,953
+438
418
$110K 0.01%
863
-31
419
$110K 0.01%
3,073
+87
420
$110K 0.01%
2,298
-86
421
$110K 0.01%
5,719
+996
422
$108K 0.01%
1,061
-2
423
$107K 0.01%
1,252
+157
424
$105K 0.01%
1,038
+38
425
$105K 0.01%
4,294
+3,050
15 16
17
18 19