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
651
$30K ﹤0.01%
369
+33
652
$30K ﹤0.01%
+874
653
$30K ﹤0.01%
1,403
654
$29.9K ﹤0.01%
355
+125
655
$29.9K ﹤0.01%
194
+22
656
$29.7K ﹤0.01%
433
+324
657
$29.5K ﹤0.01%
+1,120
658
$29.5K ﹤0.01%
+634
659
$29.5K ﹤0.01%
347
-33
660
$29.4K ﹤0.01%
223
+178
661
$29.4K ﹤0.01%
+358
662
$28.8K ﹤0.01%
260
-22
663
$28.6K ﹤0.01%
1,451
+7
664
$28.2K ﹤0.01%
737
665
$28.2K ﹤0.01%
504
-785
666
$27.8K ﹤0.01%
864
667
$27.5K ﹤0.01%
712
-7,429
668
$27.3K ﹤0.01%
95
669
$27.2K ﹤0.01%
256
+1
670
$27K ﹤0.01%
711
+396
671
$26.9K ﹤0.01%
140
672
$26.8K ﹤0.01%
439
673
$26.7K ﹤0.01%
2,750
674
$26.7K ﹤0.01%
2,350
675
$26.1K ﹤0.01%
333
+101
25 26
27
28 29