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
526
$56.1K 0.01%
500
527
$55.7K 0.01%
1,462
+462
528
$55.6K 0.01%
2,172
529
$55.6K 0.01%
14,400
530
$55.6K 0.01%
2,365
+30
531
$55.1K 0.01%
779
+7
532
$54.8K 0.01%
618
533
$54.7K 0.01%
+302
534
$54.6K 0.01%
247
535
$54.5K 0.01%
569
+2
536
$54.4K 0.01%
306
+2
537
$54.1K 0.01%
987
-2,416
538
$53.5K 0.01%
2,198
+6
539
$53.5K 0.01%
321
540
$52.9K 0.01%
1,192
541
$52.7K 0.01%
+1,693
542
$52.5K 0.01%
282
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543
$52.5K 0.01%
1,239
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544
$52.4K 0.01%
2,989
+36
545
$52.4K 0.01%
5,258
+97
546
$52.2K 0.01%
866
+788
547
$52K 0.01%
757
+115
548
$51.1K 0.01%
658
549
$50.9K 0.01%
1,600
-54
550
$50.8K 0.01%
355
20 21
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