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
1126
$4.06K ﹤0.01%
15
1127
$4.05K ﹤0.01%
104
1128
$4.01K ﹤0.01%
28
1129
$3.99K ﹤0.01%
160
1130
$3.96K ﹤0.01%
110
1131
$3.95K ﹤0.01%
138
+2
1132
$3.94K ﹤0.01%
87
1133
$3.94K ﹤0.01%
347
1134
$3.91K ﹤0.01%
180
1135
$3.91K ﹤0.01%
796
+40
1136
$3.88K ﹤0.01%
93
1137
$3.87K ﹤0.01%
366
1138
$3.86K ﹤0.01%
320
1139
$3.86K ﹤0.01%
15
1140
$3.82K ﹤0.01%
134
+1
1141
$3.82K ﹤0.01%
12
1142
$3.81K ﹤0.01%
308
1143
$3.79K ﹤0.01%
94
-4
1144
$3.77K ﹤0.01%
41
1145
$3.74K ﹤0.01%
103
1146
$3.69K ﹤0.01%
101
1147
$3.69K ﹤0.01%
587
1148
$3.66K ﹤0.01%
242
1149
$3.6K ﹤0.01%
147
-100
1150
$3.58K ﹤0.01%
513
44 45
46
47 48