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
501
$64.4K 0.01%
442
502
$64.4K 0.01%
442
503
$63.7K 0.01%
2,274
+21
504
$63.6K 0.01%
1,077
+7
505
$63.1K 0.01%
2,571
+814
506
$62.6K 0.01%
1,027
-785
507
$61.9K 0.01%
1,329
+731
508
$61.8K 0.01%
189
+108
509
$61.3K 0.01%
387
+2
510
$61.1K 0.01%
1,080
+345
511
$61K 0.01%
1,326
+1,190
512
$60.9K 0.01%
4,036
+149
513
$60.5K 0.01%
2,115
-4,833
514
$60.4K 0.01%
5,949
+9
515
$60.2K 0.01%
533
516
$59.9K 0.01%
2,000
517
$59.8K 0.01%
582
518
$59.6K 0.01%
283
+6
519
$59.2K 0.01%
+26,059
520
$58.9K 0.01%
1,110
+550
521
$57.5K 0.01%
1,671
+3
522
$57.2K 0.01%
1,192
-14,000
523
$56.8K 0.01%
572
524
$56.7K 0.01%
1,766
+396
525
$56.6K 0.01%
1,385
+779
19 20
21
22 23