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
1076
$5.24K ﹤0.01%
592
+217
1077
$5.23K ﹤0.01%
68
1078
$5.14K ﹤0.01%
+146
1079
$5.12K ﹤0.01%
101
+93
1080
$5.1K ﹤0.01%
129
+1
1081
$5.08K ﹤0.01%
+47
1082
$5.07K ﹤0.01%
+7
1083
$5.05K ﹤0.01%
+128
1084
$5.05K ﹤0.01%
433
1085
$5.01K ﹤0.01%
+201
1086
$5K ﹤0.01%
10
1087
$4.99K ﹤0.01%
119
1088
$4.99K ﹤0.01%
23
1089
$4.96K ﹤0.01%
+144
1090
$4.96K ﹤0.01%
+23
1091
$4.93K ﹤0.01%
38
1092
$4.92K ﹤0.01%
7
1093
$4.92K ﹤0.01%
477
1094
$4.92K ﹤0.01%
80
-1,000
1095
$4.91K ﹤0.01%
433
-18
1096
$4.85K ﹤0.01%
37
1097
$4.83K ﹤0.01%
76
1098
$4.81K ﹤0.01%
36
1099
$4.8K ﹤0.01%
122
-8
1100
$4.72K ﹤0.01%
+309
42 43
44
45 46