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
951
$9.03K ﹤0.01%
82
952
$9K ﹤0.01%
200
+100
953
$8.98K ﹤0.01%
76
954
$8.96K ﹤0.01%
281
955
$8.94K ﹤0.01%
256
-190
956
$8.89K ﹤0.01%
143
957
$8.86K ﹤0.01%
93
+1
958
$8.85K ﹤0.01%
152
959
$8.79K ﹤0.01%
47
960
$8.75K ﹤0.01%
63
961
$8.69K ﹤0.01%
260
962
$8.68K ﹤0.01%
100
963
$8.66K ﹤0.01%
1,010
+15
964
$8.65K ﹤0.01%
100
965
$8.65K ﹤0.01%
246
-4,021
966
$8.62K ﹤0.01%
107
967
$8.59K ﹤0.01%
43
968
$8.59K ﹤0.01%
254
-4,215
969
$8.57K ﹤0.01%
143
970
$8.55K ﹤0.01%
312
-7,447
971
$8.49K ﹤0.01%
439
+13
972
$8.49K ﹤0.01%
175
973
$8.47K ﹤0.01%
560
974
$8.46K ﹤0.01%
50
975
$8.43K ﹤0.01%
196
37 38
39
40 41