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
1276
$1.62K ﹤0.01%
21
1277
$1.61K ﹤0.01%
6
+1
1278
$1.6K ﹤0.01%
173
1279
$1.59K ﹤0.01%
5
1280
$1.58K ﹤0.01%
35
1281
$1.56K ﹤0.01%
20
1282
$1.56K ﹤0.01%
17
1283
$1.53K ﹤0.01%
234
1284
$1.52K ﹤0.01%
400
1285
$1.51K ﹤0.01%
226
1286
$1.51K ﹤0.01%
30
1287
$1.48K ﹤0.01%
6
1288
$1.48K ﹤0.01%
128
1289
$1.48K ﹤0.01%
176
1290
$1.47K ﹤0.01%
30
1291
$1.47K ﹤0.01%
47
1292
$1.47K ﹤0.01%
176
1293
$1.46K ﹤0.01%
233
1294
$1.46K ﹤0.01%
+150
1295
$1.46K ﹤0.01%
277
-144
1296
$1.45K ﹤0.01%
4
1297
$1.43K ﹤0.01%
20
1298
$1.42K ﹤0.01%
+30
1299
$1.42K ﹤0.01%
98
+59
1300
$1.4K ﹤0.01%
100
50 51
52
53 54