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
776
$17.5K ﹤0.01%
+87
777
$17.5K ﹤0.01%
1,000
778
$17.3K ﹤0.01%
1,239
779
$17.3K ﹤0.01%
221
780
$17.3K ﹤0.01%
81
781
$17.2K ﹤0.01%
177
+14
782
$17.2K ﹤0.01%
7
-10
783
$17.2K ﹤0.01%
+130
784
$17.2K ﹤0.01%
239
+108
785
$17.2K ﹤0.01%
572
786
$17.1K ﹤0.01%
117
787
$17.1K ﹤0.01%
1,496
+173
788
$17K ﹤0.01%
280
789
$16.9K ﹤0.01%
+536
790
$16.8K ﹤0.01%
348
791
$16.8K ﹤0.01%
292
-48
792
$16.8K ﹤0.01%
569
+553
793
$16.7K ﹤0.01%
544
+529
794
$16.7K ﹤0.01%
202
+1
795
$16.6K ﹤0.01%
+575
796
$16.5K ﹤0.01%
378
+208
797
$16.5K ﹤0.01%
715
798
$16.5K ﹤0.01%
406
799
$16.2K ﹤0.01%
94
800
$16.2K ﹤0.01%
500
-2
30 31
32
33 34