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
426
$104K 0.01%
2,087
-3,998
427
$103K 0.01%
618
428
$103K 0.01%
3,597
+487
429
$102K 0.01%
5,497
430
$102K 0.01%
457
+89
431
$101K 0.01%
2,007
+88
432
$100K 0.01%
2,561
+6
433
$99.9K 0.01%
5,024
+9
434
$99K 0.01%
510
435
$98.7K 0.01%
3,114
+526
436
$98.2K 0.01%
1,000
437
$98.2K 0.01%
743
+3
438
$97.2K 0.01%
1,559
+1,372
439
$97K 0.01%
1,886
+463
440
$96.8K 0.01%
3,298
+26
441
$96.6K 0.01%
1,769
+380
442
$96.3K 0.01%
1,125
443
$95.4K 0.01%
2,364
-7,533
444
$94.7K 0.01%
1,370
+6
445
$94.1K 0.01%
704
+1
446
$92.6K 0.01%
+302
447
$91.3K 0.01%
136
+30
448
$89.9K 0.01%
1,754
-113
449
$88K 0.01%
1,627
-379
450
$87.5K 0.01%
1,781
+475
16 17
18
19 20