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
1101
$4.7K ﹤0.01%
137
-87
1102
$4.67K ﹤0.01%
23
1103
$4.63K ﹤0.01%
107
+53
1104
$4.62K ﹤0.01%
224
1105
$4.51K ﹤0.01%
430
1106
$4.5K ﹤0.01%
+132
1107
$4.45K ﹤0.01%
113
1108
$4.45K ﹤0.01%
+22
1109
$4.43K ﹤0.01%
87
1110
$4.4K ﹤0.01%
46
1111
$4.35K ﹤0.01%
74
-17
1112
$4.31K ﹤0.01%
+14
1113
$4.31K ﹤0.01%
30
1114
$4.29K ﹤0.01%
+49
1115
$4.26K ﹤0.01%
12
1116
$4.21K ﹤0.01%
300
1117
$4.2K ﹤0.01%
63
1118
$4.18K ﹤0.01%
84
1119
$4.17K ﹤0.01%
122
1120
$4.16K ﹤0.01%
107
1121
$4.15K ﹤0.01%
10
1122
$4.15K ﹤0.01%
95
-20
1123
$4.12K ﹤0.01%
507
1124
$4.11K ﹤0.01%
111
1125
$4.07K ﹤0.01%
300
-815
43 44
45
46 47