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
701
$23.7K ﹤0.01%
96
702
$23.7K ﹤0.01%
1,162
703
$23.7K ﹤0.01%
1,041
+235
704
$23.5K ﹤0.01%
557
+145
705
$23.3K ﹤0.01%
466
706
$23.3K ﹤0.01%
+111
707
$23.2K ﹤0.01%
1,354
+35
708
$23.1K ﹤0.01%
396
+56
709
$22.8K ﹤0.01%
212
+45
710
$22.5K ﹤0.01%
518
711
$22.5K ﹤0.01%
570
+2
712
$22.5K ﹤0.01%
748
-18
713
$22.4K ﹤0.01%
+900
714
$22.3K ﹤0.01%
628
+390
715
$22.3K ﹤0.01%
226
716
$22.3K ﹤0.01%
4
717
$22K ﹤0.01%
598
718
$21.9K ﹤0.01%
248
719
$21.8K ﹤0.01%
49
+28
720
$21.7K ﹤0.01%
681
721
$21.6K ﹤0.01%
2,241
+286
722
$21.5K ﹤0.01%
327
-40
723
$21.4K ﹤0.01%
+802
724
$21.3K ﹤0.01%
101
725
$21.2K ﹤0.01%
8
+7
27 28
29
30 31