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
801
$16.1K ﹤0.01%
141
+1
802
$16K ﹤0.01%
2,300
803
$16K ﹤0.01%
46
804
$15.9K ﹤0.01%
+4,317
805
$15.9K ﹤0.01%
514
+2
806
$15.8K ﹤0.01%
1,500
807
$15.8K ﹤0.01%
1,766
-133
808
$15.8K ﹤0.01%
243
809
$15.7K ﹤0.01%
34
810
$15.7K ﹤0.01%
523
-6,539
811
$15.7K ﹤0.01%
141
812
$15.6K ﹤0.01%
168
813
$15.4K ﹤0.01%
658
+645
814
$15.3K ﹤0.01%
+296
815
$15.3K ﹤0.01%
68
816
$15.3K ﹤0.01%
+108
817
$15.2K ﹤0.01%
+167
818
$15.2K ﹤0.01%
96
819
$15.1K ﹤0.01%
800
820
$15K ﹤0.01%
76
821
$15K ﹤0.01%
431
-745
822
$15K ﹤0.01%
+1,260
823
$14.8K ﹤0.01%
2,750
824
$14.8K ﹤0.01%
471
825
$14.6K ﹤0.01%
140
31 32
33
34 35