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
876
$11.8K ﹤0.01%
120
877
$11.7K ﹤0.01%
839
878
$11.7K ﹤0.01%
35
879
$11.7K ﹤0.01%
185
+34
880
$11.6K ﹤0.01%
159
881
$11.6K ﹤0.01%
251
882
$11.5K ﹤0.01%
+200
883
$11.5K ﹤0.01%
140
884
$11.5K ﹤0.01%
+356
885
$11.5K ﹤0.01%
73
886
$11.4K ﹤0.01%
32
887
$11.4K ﹤0.01%
586
+8
888
$11.4K ﹤0.01%
213
+21
889
$11.4K ﹤0.01%
51
-35
890
$11.4K ﹤0.01%
457
891
$11.4K ﹤0.01%
782
892
$11.4K ﹤0.01%
+500
893
$11.3K ﹤0.01%
24
+4
894
$11.3K ﹤0.01%
167
+1
895
$11.3K ﹤0.01%
+220
896
$11.2K ﹤0.01%
420
+1
897
$11.2K ﹤0.01%
706
-361
898
$11.1K ﹤0.01%
208
899
$11.1K ﹤0.01%
495
+6
900
$11.1K ﹤0.01%
250
34 35
36
37 38