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
726
$21.2K ﹤0.01%
124
727
$21.1K ﹤0.01%
1,232
+5
728
$21.1K ﹤0.01%
209
+1
729
$21.1K ﹤0.01%
107
730
$21K ﹤0.01%
761
+181
731
$20.8K ﹤0.01%
460
+401
732
$20.5K ﹤0.01%
182
-45
733
$20.5K ﹤0.01%
700
734
$20.4K ﹤0.01%
+42
735
$20.3K ﹤0.01%
199
736
$20.3K ﹤0.01%
57
+14
737
$20K ﹤0.01%
114
-31
738
$20K ﹤0.01%
55
739
$19.9K ﹤0.01%
+314
740
$19.9K ﹤0.01%
3,499
+293
741
$19.8K ﹤0.01%
+860
742
$19.6K ﹤0.01%
282
+256
743
$19.5K ﹤0.01%
242
744
$19.4K ﹤0.01%
+1,253
745
$19.3K ﹤0.01%
138
746
$19.2K ﹤0.01%
422
747
$19.1K ﹤0.01%
680
748
$19.1K ﹤0.01%
895
+10
749
$19K ﹤0.01%
328
750
$19K ﹤0.01%
440
28 29
30
31 32