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
1251
$1.84K ﹤0.01%
300
1252
$1.84K ﹤0.01%
23
-4
1253
$1.83K ﹤0.01%
198
1254
$1.83K ﹤0.01%
8
1255
$1.81K ﹤0.01%
200
1256
$1.81K ﹤0.01%
59
1257
$1.8K ﹤0.01%
17
1258
$1.79K ﹤0.01%
300
1259
$1.79K ﹤0.01%
+63
1260
$1.78K ﹤0.01%
42
1261
$1.77K ﹤0.01%
150
1262
$1.77K ﹤0.01%
244
1263
$1.76K ﹤0.01%
685
1264
$1.76K ﹤0.01%
79
1265
$1.76K ﹤0.01%
+42
1266
$1.75K ﹤0.01%
38
1267
$1.75K ﹤0.01%
125
+118
1268
$1.73K ﹤0.01%
+18
1269
$1.71K ﹤0.01%
10
1270
$1.71K ﹤0.01%
33
+21
1271
$1.69K ﹤0.01%
+39
1272
$1.66K ﹤0.01%
108
+2
1273
$1.66K ﹤0.01%
400
1274
$1.63K ﹤0.01%
59
1275
$1.63K ﹤0.01%
+55
49 50
51
52 53