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
826
$14.1K ﹤0.01%
310
-690
827
$14.1K ﹤0.01%
169
828
$14.1K ﹤0.01%
+370
829
$14K ﹤0.01%
12,849
830
$13.9K ﹤0.01%
276
831
$13.9K ﹤0.01%
185
832
$13.7K ﹤0.01%
206
+1
833
$13.6K ﹤0.01%
142
834
$13.6K ﹤0.01%
46
835
$13.6K ﹤0.01%
289
+213
836
$13.6K ﹤0.01%
231
837
$13.5K ﹤0.01%
299
-15
838
$13.5K ﹤0.01%
73
839
$13.5K ﹤0.01%
696
840
$13.3K ﹤0.01%
86
841
$13.3K ﹤0.01%
345
+2
842
$13.3K ﹤0.01%
246
843
$13.2K ﹤0.01%
98
844
$13.2K ﹤0.01%
91
845
$13.2K ﹤0.01%
354
-8
846
$13.2K ﹤0.01%
289
+2
847
$13.2K ﹤0.01%
69
848
$13.2K ﹤0.01%
+110
849
$13.1K ﹤0.01%
181
-4
850
$13.1K ﹤0.01%
117
32 33
34
35 36