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
676
$26.1K ﹤0.01%
680
677
$26K ﹤0.01%
984
678
$26K ﹤0.01%
200
679
$25.9K ﹤0.01%
800
680
$25.5K ﹤0.01%
423
-2,330
681
$25.5K ﹤0.01%
1,100
682
$25.3K ﹤0.01%
820
+420
683
$25.1K ﹤0.01%
437
+1
684
$25.1K ﹤0.01%
174
-663
685
$25K ﹤0.01%
1,052
-799
686
$24.9K ﹤0.01%
1,220
687
$24.8K ﹤0.01%
3,121
688
$24.8K ﹤0.01%
78
689
$24.8K ﹤0.01%
103
+41
690
$24.7K ﹤0.01%
+384
691
$24.5K ﹤0.01%
1,035
692
$24.5K ﹤0.01%
279
+141
693
$24.5K ﹤0.01%
5,512
+2,756
694
$24.4K ﹤0.01%
178
-13
695
$24.1K ﹤0.01%
3,150
696
$24.1K ﹤0.01%
318
+2
697
$24K ﹤0.01%
244
+10
698
$23.8K ﹤0.01%
169
+1
699
$23.7K ﹤0.01%
107
+1
700
$23.7K ﹤0.01%
283
+2
26 27
28
29 30