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
601
$38.8K ﹤0.01%
2,742
+70
602
$38.5K ﹤0.01%
920
+222
603
$38.4K ﹤0.01%
490
+5
604
$38.1K ﹤0.01%
1,994
+34
605
$37.7K ﹤0.01%
888
606
$37.6K ﹤0.01%
184
607
$37.3K ﹤0.01%
425
+247
608
$37.1K ﹤0.01%
1,178
+796
609
$36.9K ﹤0.01%
471
610
$36.7K ﹤0.01%
620
611
$36.6K ﹤0.01%
4,000
612
$36.6K ﹤0.01%
525
+1
613
$36.4K ﹤0.01%
1,070
+145
614
$36.2K ﹤0.01%
1,856
-1,725
615
$35.8K ﹤0.01%
308
+8
616
$35.4K ﹤0.01%
605
-1,082
617
$35.3K ﹤0.01%
1,663
+2
618
$35.2K ﹤0.01%
507
619
$34.9K ﹤0.01%
315
-177
620
$34.7K ﹤0.01%
663
+438
621
$34.6K ﹤0.01%
686
622
$34.3K ﹤0.01%
+1,240
623
$34.2K ﹤0.01%
123
-8
624
$34K ﹤0.01%
409
+2
625
$33.8K ﹤0.01%
414
+2
23 24
25
26 27