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
901
$11.1K ﹤0.01%
438
902
$10.8K ﹤0.01%
812
903
$10.8K ﹤0.01%
114
904
$10.8K ﹤0.01%
52
905
$10.7K ﹤0.01%
217
+55
906
$10.7K ﹤0.01%
105
907
$10.7K ﹤0.01%
13
908
$10.7K ﹤0.01%
120
+1
909
$10.7K ﹤0.01%
912
910
$10.7K ﹤0.01%
55
911
$10.7K ﹤0.01%
675
912
$10.6K ﹤0.01%
356
913
$10.5K ﹤0.01%
909
+9
914
$10.5K ﹤0.01%
433
915
$10.4K ﹤0.01%
184
916
$10.4K ﹤0.01%
91
-4,486
917
$10.3K ﹤0.01%
147
+2
918
$10.3K ﹤0.01%
300
919
$10.3K ﹤0.01%
34
+4
920
$10.3K ﹤0.01%
89
921
$10.2K ﹤0.01%
233
-5,595
922
$10.2K ﹤0.01%
86
923
$9.95K ﹤0.01%
242
+2
924
$9.95K ﹤0.01%
44
925
$9.93K ﹤0.01%
225
35 36
37
38 39