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
1176
$3.02K ﹤0.01%
+324
1177
$3.01K ﹤0.01%
27
1178
$3K ﹤0.01%
164
+65
1179
$3K ﹤0.01%
300
1180
$3K ﹤0.01%
9
1181
$2.97K ﹤0.01%
116
+1
1182
$2.95K ﹤0.01%
74
1183
$2.93K ﹤0.01%
42
1184
$2.92K ﹤0.01%
48
-103
1185
$2.92K ﹤0.01%
+83
1186
$2.92K ﹤0.01%
+40
1187
$2.88K ﹤0.01%
250
1188
$2.88K ﹤0.01%
1,647
1189
$2.87K ﹤0.01%
146
1190
$2.84K ﹤0.01%
+32
1191
$2.84K ﹤0.01%
1,250
1192
$2.83K ﹤0.01%
325
1193
$2.8K ﹤0.01%
+75
1194
$2.78K ﹤0.01%
63
-18
1195
$2.77K ﹤0.01%
100
1196
$2.75K ﹤0.01%
55
1197
$2.74K ﹤0.01%
7
1198
$2.73K ﹤0.01%
177
1199
$2.66K ﹤0.01%
167
1200
$2.65K ﹤0.01%
+51
46 47
48
49 50