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
851
$13.1K ﹤0.01%
700
852
$13.1K ﹤0.01%
372
+6
853
$13K ﹤0.01%
246
+20
854
$13K ﹤0.01%
610
+4
855
$13K ﹤0.01%
299
856
$12.7K ﹤0.01%
142
+1
857
$12.6K ﹤0.01%
140
858
$12.6K ﹤0.01%
130
859
$12.6K ﹤0.01%
+424
860
$12.5K ﹤0.01%
720
861
$12.5K ﹤0.01%
342
+1
862
$12.5K ﹤0.01%
457
863
$12.5K ﹤0.01%
116
864
$12.5K ﹤0.01%
67
865
$12.3K ﹤0.01%
209
866
$12.3K ﹤0.01%
22
867
$12.2K ﹤0.01%
819
868
$12.2K ﹤0.01%
68
869
$12.1K ﹤0.01%
268
+2
870
$12K ﹤0.01%
168
+88
871
$11.9K ﹤0.01%
60
872
$11.9K ﹤0.01%
316
+73
873
$11.8K ﹤0.01%
108
874
$11.8K ﹤0.01%
381
875
$11.8K ﹤0.01%
200
33 34
35
36 37