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
1026
$6.56K ﹤0.01%
+133
1027
$6.55K ﹤0.01%
176
1028
$6.47K ﹤0.01%
200
1029
$6.46K ﹤0.01%
139
1030
$6.45K ﹤0.01%
53
1031
$6.42K ﹤0.01%
1,058
+333
1032
$6.39K ﹤0.01%
150
1033
$6.39K ﹤0.01%
785
+488
1034
$6.39K ﹤0.01%
197
+116
1035
$6.38K ﹤0.01%
21
1036
$6.35K ﹤0.01%
913
1037
$6.3K ﹤0.01%
405
1038
$6.26K ﹤0.01%
+68
1039
$6.16K ﹤0.01%
500
1040
$6.14K ﹤0.01%
230
1041
$6.14K ﹤0.01%
43
1042
$6.13K ﹤0.01%
+80
1043
$6.06K ﹤0.01%
168
1044
$6.02K ﹤0.01%
138
1045
$6K ﹤0.01%
148
-95
1046
$5.99K ﹤0.01%
865
1047
$5.98K ﹤0.01%
326
-204
1048
$5.98K ﹤0.01%
429
1049
$5.94K ﹤0.01%
118
1050
$5.91K ﹤0.01%
530
40 41
42
43 44