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
1201
$2.65K ﹤0.01%
112
+2
1202
$2.62K ﹤0.01%
25
+20
1203
$2.6K ﹤0.01%
149
-75
1204
$2.59K ﹤0.01%
483
1205
$2.57K ﹤0.01%
259
1206
$2.54K ﹤0.01%
25
1207
$2.54K ﹤0.01%
+113
1208
$2.51K ﹤0.01%
778
1209
$2.51K ﹤0.01%
310
-191
1210
$2.5K ﹤0.01%
31
1211
$2.5K ﹤0.01%
+63
1212
$2.47K ﹤0.01%
99
1213
$2.47K ﹤0.01%
59
1214
$2.46K ﹤0.01%
127
1215
$2.44K ﹤0.01%
94
+30
1216
$2.42K ﹤0.01%
60
+36
1217
$2.41K ﹤0.01%
100
+61
1218
$2.4K ﹤0.01%
7
1219
$2.36K ﹤0.01%
250
1220
$2.36K ﹤0.01%
62
+32
1221
$2.35K ﹤0.01%
+9
1222
$2.34K ﹤0.01%
24
1223
$2.32K ﹤0.01%
45
+5
1224
$2.28K ﹤0.01%
23
+1
1225
$2.26K ﹤0.01%
525
47 48
49
50 51