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
751
$18.9K ﹤0.01%
1,283
-36
752
$18.9K ﹤0.01%
1,579
+11
753
$18.7K ﹤0.01%
70
754
$18.7K ﹤0.01%
309
755
$18.6K ﹤0.01%
324
+320
756
$18.6K ﹤0.01%
825
757
$18.5K ﹤0.01%
921
+2
758
$18.4K ﹤0.01%
215
+184
759
$18.4K ﹤0.01%
1,250
760
$18.4K ﹤0.01%
+174
761
$18.4K ﹤0.01%
+25
762
$18.3K ﹤0.01%
+64
763
$18.3K ﹤0.01%
119
764
$18.2K ﹤0.01%
156
765
$18.2K ﹤0.01%
525
766
$18.1K ﹤0.01%
620
-10
767
$18.1K ﹤0.01%
154
768
$18.1K ﹤0.01%
148
769
$18K ﹤0.01%
65
770
$17.8K ﹤0.01%
557
771
$17.8K ﹤0.01%
519
772
$17.8K ﹤0.01%
87
+1
773
$17.7K ﹤0.01%
85
+1
774
$17.7K ﹤0.01%
285
775
$17.7K ﹤0.01%
+184
29 30
31
32 33