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
576
$45.1K ﹤0.01%
897
+16
577
$45.1K ﹤0.01%
2,397
+92
578
$45.1K ﹤0.01%
338
+2
579
$45K ﹤0.01%
1,724
+3
580
$44.9K ﹤0.01%
3,337
581
$44.5K ﹤0.01%
807
582
$44.2K ﹤0.01%
1,099
+393
583
$44.2K ﹤0.01%
225
584
$43.6K ﹤0.01%
1,892
585
$43.4K ﹤0.01%
566
+384
586
$43.1K ﹤0.01%
4,310
587
$43.1K ﹤0.01%
1,730
+152
588
$42.5K ﹤0.01%
739
+247
589
$42.5K ﹤0.01%
110
590
$41.7K ﹤0.01%
1,154
+954
591
$41.3K ﹤0.01%
2,086
592
$40.7K ﹤0.01%
404
593
$40.7K ﹤0.01%
760
594
$40.7K ﹤0.01%
1,115
595
$40.5K ﹤0.01%
936
596
$40K ﹤0.01%
349
+76
597
$39.3K ﹤0.01%
34
-87
598
$39.2K ﹤0.01%
1,018
599
$39K ﹤0.01%
184
600
$38.9K ﹤0.01%
555
22 23
24
25 26