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
451
$86.4K 0.01%
2,476
+2,183
452
$83.2K 0.01%
1,551
+5
453
$82.6K 0.01%
2,292
-14,710
454
$81.3K 0.01%
898
+338
455
$80.8K 0.01%
446
+100
456
$80.5K 0.01%
183
-41
457
$80K 0.01%
1,267
-145
458
$79.9K 0.01%
1,037
+218
459
$79.7K 0.01%
4,314
460
$79.6K 0.01%
4,203
461
$79.5K 0.01%
959
-163
462
$79.3K 0.01%
2,975
+770
463
$79.1K 0.01%
2,117
+156
464
$77.7K 0.01%
3,773
+476
465
$77.6K 0.01%
4,000
466
$77.5K 0.01%
9,756
-3,648
467
$77.4K 0.01%
796
+6
468
$76.3K 0.01%
2,455
469
$75.8K 0.01%
1,028
-86
470
$75K 0.01%
657
+2
471
$74.5K 0.01%
1,631
+7
472
$73.8K 0.01%
11,528
473
$73.5K 0.01%
2,181
474
$72.9K 0.01%
1,514
475
$72.3K 0.01%
1,466
+420
17 18
19
20 21