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
551
$50.6K 0.01%
800
+215
552
$50.4K 0.01%
699
-351
553
$50K 0.01%
1,910
554
$49.9K 0.01%
1,204
555
$49.5K 0.01%
370
+44
556
$49.4K 0.01%
3,032
-1,412
557
$49.2K 0.01%
+2,500
558
$49K 0.01%
1,292
+623
559
$49K 0.01%
334
+1
560
$48.5K 0.01%
1,290
561
$48.4K 0.01%
253
562
$48.3K 0.01%
1,212
+7
563
$48.1K 0.01%
2,749
+636
564
$47.9K 0.01%
718
+98
565
$47.3K 0.01%
198
-14
566
$47.1K 0.01%
744
+17
567
$47K 0.01%
1,000
568
$46.6K 0.01%
2,509
+1
569
$46.4K 0.01%
362
570
$46.2K 0.01%
315
571
$45.8K 0.01%
1,835
+800
572
$45.6K 0.01%
1,533
573
$45.6K 0.01%
790
+142
574
$45.5K ﹤0.01%
456
-126
575
$45.2K ﹤0.01%
2,833
-549
21 22
23
24 25