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
626
$33.7K ﹤0.01%
485
-322
627
$33.5K ﹤0.01%
616
+515
628
$33K ﹤0.01%
489
+154
629
$32.9K ﹤0.01%
409
630
$32.5K ﹤0.01%
2,801
+21
631
$32.4K ﹤0.01%
232
+230
632
$32.1K ﹤0.01%
1,796
+13
633
$32.1K ﹤0.01%
3,010
634
$31.6K ﹤0.01%
387
635
$31.5K ﹤0.01%
534
+433
636
$31.5K ﹤0.01%
3,123
+66
637
$31.3K ﹤0.01%
887
-397
638
$31.2K ﹤0.01%
361
-133
639
$31.1K ﹤0.01%
370
640
$31K ﹤0.01%
127
641
$30.7K ﹤0.01%
900
642
$30.7K ﹤0.01%
66
+40
643
$30.5K ﹤0.01%
1,139
+547
644
$30.5K ﹤0.01%
183
645
$30.5K ﹤0.01%
488
+356
646
$30.4K ﹤0.01%
903
+396
647
$30.3K ﹤0.01%
3,589
-16,533
648
$30.1K ﹤0.01%
+238
649
$30.1K ﹤0.01%
230
-3
650
$30.1K ﹤0.01%
143
24 25
26
27 28