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
1151
$3.57K ﹤0.01%
93
1152
$3.51K ﹤0.01%
79
-62
1153
$3.46K ﹤0.01%
160
-300
1154
$3.45K ﹤0.01%
86
1155
$3.42K ﹤0.01%
36
+12
1156
$3.38K ﹤0.01%
208
+1
1157
$3.33K ﹤0.01%
50
-15
1158
$3.33K ﹤0.01%
39
1159
$3.3K ﹤0.01%
26
1160
$3.29K ﹤0.01%
500
1161
$3.24K ﹤0.01%
47
1162
$3.23K ﹤0.01%
20
1163
$3.22K ﹤0.01%
34
+31
1164
$3.21K ﹤0.01%
91
1165
$3.21K ﹤0.01%
+99
1166
$3.2K ﹤0.01%
40
1167
$3.2K ﹤0.01%
100
1168
$3.19K ﹤0.01%
115
1169
$3.15K ﹤0.01%
333
1170
$3.1K ﹤0.01%
44
1171
$3.1K ﹤0.01%
85
1172
$3.08K ﹤0.01%
75
1173
$3.08K ﹤0.01%
+64
1174
$3.07K ﹤0.01%
175
1175
$3.06K ﹤0.01%
200
45 46
47
48 49