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
976
$8.34K ﹤0.01%
36
977
$8.32K ﹤0.01%
62
978
$8.31K ﹤0.01%
210
979
$8.3K ﹤0.01%
129
980
$8.29K ﹤0.01%
730
981
$8.21K ﹤0.01%
1,140
982
$8.18K ﹤0.01%
32
-189
983
$8.16K ﹤0.01%
375
984
$8.14K ﹤0.01%
32
985
$8.13K ﹤0.01%
774
986
$8.11K ﹤0.01%
40
987
$8.08K ﹤0.01%
504
988
$7.94K ﹤0.01%
400
989
$7.88K ﹤0.01%
25
990
$7.85K ﹤0.01%
275
991
$7.72K ﹤0.01%
800
992
$7.67K ﹤0.01%
250
993
$7.63K ﹤0.01%
460
994
$7.62K ﹤0.01%
288
+1
995
$7.58K ﹤0.01%
+100
996
$7.58K ﹤0.01%
75
997
$7.53K ﹤0.01%
91
+45
998
$7.42K ﹤0.01%
320
999
$7.4K ﹤0.01%
89
1000
$7.35K ﹤0.01%
348
38 39
40
41 42