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
76
$2.39M 0.26%
80,768
-1,958
77
$2.39M 0.26%
69,910
-1,992
78
$2.37M 0.26%
7,662
+1,346
79
$2.29M 0.25%
63,561
-486
80
$2.28M 0.25%
13,307
+143
81
$2.26M 0.25%
23,047
+693
82
$2.26M 0.25%
21,673
+394
83
$2.26M 0.25%
45,082
+1,265
84
$2.22M 0.24%
22,356
+290
85
$2.17M 0.24%
11,335
-10
86
$2.1M 0.23%
+200,062
87
$2.08M 0.23%
+34,540
88
$2.08M 0.23%
65,716
+146
89
$2.01M 0.22%
36,171
+36,090
90
$2M 0.22%
28,894
+305
91
$2M 0.22%
92,527
+277
92
$1.91M 0.21%
9,202
+430
93
$1.9M 0.21%
19,043
+1,517
94
$1.87M 0.2%
42,607
-1,446
95
$1.87M 0.2%
29,366
+141
96
$1.86M 0.2%
24,254
+1,619
97
$1.85M 0.2%
38,219
-1,882
98
$1.85M 0.2%
18,970
+926
99
$1.85M 0.2%
20,784
100
$1.83M 0.2%
20,863
-810
2 3
4
5 6