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
1226
$2.26K ﹤0.01%
129
+48
1227
$2.23K ﹤0.01%
33
1228
$2.22K ﹤0.01%
11
1229
$2.21K ﹤0.01%
12
1230
$2.18K ﹤0.01%
100
1231
$2.13K ﹤0.01%
68
1232
$2.11K ﹤0.01%
14
1233
$2.1K ﹤0.01%
+51
1234
$2.1K ﹤0.01%
20
1235
$2.03K ﹤0.01%
15
1236
$1.98K ﹤0.01%
25
1237
$1.98K ﹤0.01%
42
1238
$1.96K ﹤0.01%
63
-96
1239
$1.96K ﹤0.01%
63
1240
$1.95K ﹤0.01%
98
1241
$1.95K ﹤0.01%
46
1242
$1.94K ﹤0.01%
68
-106
1243
$1.94K ﹤0.01%
46
1244
$1.93K ﹤0.01%
1,191
1245
$1.92K ﹤0.01%
71
-112
1246
$1.9K ﹤0.01%
+26
1247
$1.87K ﹤0.01%
100
1248
$1.86K ﹤0.01%
24
1249
$1.86K ﹤0.01%
231
1250
$1.84K ﹤0.01%
72
-90
48 49
50
51 52