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
1051
$5.91K ﹤0.01%
184
1052
$5.88K ﹤0.01%
114
+108
1053
$5.87K ﹤0.01%
500
1054
$5.87K ﹤0.01%
132
1055
$5.86K ﹤0.01%
+56
1056
$5.86K ﹤0.01%
142
1057
$5.77K ﹤0.01%
519
1058
$5.75K ﹤0.01%
97
1059
$5.74K ﹤0.01%
100
1060
$5.71K ﹤0.01%
144
1061
$5.7K ﹤0.01%
242
-832
1062
$5.67K ﹤0.01%
193
1063
$5.66K ﹤0.01%
350
+50
1064
$5.6K ﹤0.01%
80
1065
$5.59K ﹤0.01%
+165
1066
$5.57K ﹤0.01%
13
+10
1067
$5.57K ﹤0.01%
+189
1068
$5.49K ﹤0.01%
110
1069
$5.45K ﹤0.01%
+139
1070
$5.41K ﹤0.01%
936
1071
$5.38K ﹤0.01%
542
+10
1072
$5.35K ﹤0.01%
212
1073
$5.3K ﹤0.01%
163
1074
$5.29K ﹤0.01%
300
1075
$5.25K ﹤0.01%
47
41 42
43
44 45