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
926
$9.86K ﹤0.01%
74
927
$9.84K ﹤0.01%
148
928
$9.8K ﹤0.01%
+430
929
$9.76K ﹤0.01%
223
930
$9.72K ﹤0.01%
+116
931
$9.71K ﹤0.01%
52
+17
932
$9.71K ﹤0.01%
133
933
$9.61K ﹤0.01%
361
934
$9.52K ﹤0.01%
202
+1
935
$9.5K ﹤0.01%
1,161
936
$9.46K ﹤0.01%
355
937
$9.45K ﹤0.01%
112
938
$9.38K ﹤0.01%
276
+87
939
$9.38K ﹤0.01%
27
940
$9.29K ﹤0.01%
575
941
$9.28K ﹤0.01%
137
942
$9.27K ﹤0.01%
300
943
$9.26K ﹤0.01%
153
-338
944
$9.25K ﹤0.01%
822
945
$9.23K ﹤0.01%
246
946
$9.22K ﹤0.01%
4,250
947
$9.18K ﹤0.01%
102
948
$9.16K ﹤0.01%
1,050
949
$9.14K ﹤0.01%
175
950
$9.08K ﹤0.01%
529
36 37
38
39 40