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
476
$72.2K 0.01%
316
477
$72K 0.01%
180
+13
478
$71.2K 0.01%
662
-19
479
$71.1K 0.01%
1,939
-217
480
$70.4K 0.01%
5,431
-139
481
$70K 0.01%
1,104
+712
482
$69.9K 0.01%
1,281
+525
483
$69.6K 0.01%
419
+1
484
$69.5K 0.01%
1,390
+20
485
$69.1K 0.01%
1,500
486
$68.9K 0.01%
500
487
$68.9K 0.01%
1,966
-579
488
$68.8K 0.01%
1,239
489
$67.9K 0.01%
16,123
+15,999
490
$67.4K 0.01%
1,977
491
$67.2K 0.01%
1,420
492
$67.1K 0.01%
519
-316
493
$67K 0.01%
1,323
+1,214
494
$67K 0.01%
1,253
495
$66.6K 0.01%
326
+1
496
$66.4K 0.01%
1,479
+1
497
$66.4K 0.01%
2,296
+15
498
$66.2K 0.01%
2,414
+56
499
$66K 0.01%
2,535
500
$64.5K 0.01%
2,400
18 19
20
21 22