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
1301
$1.38K ﹤0.01%
480
1302
$1.38K ﹤0.01%
40
1303
$1.37K ﹤0.01%
79
1304
$1.36K ﹤0.01%
104
1305
$1.35K ﹤0.01%
49
1306
$1.35K ﹤0.01%
61
1307
$1.34K ﹤0.01%
+36
1308
$1.33K ﹤0.01%
12
1309
$1.33K ﹤0.01%
+36
1310
$1.3K ﹤0.01%
28
1311
$1.3K ﹤0.01%
24
1312
$1.27K ﹤0.01%
86
-15
1313
$1.26K ﹤0.01%
38
1314
$1.26K ﹤0.01%
74
+2
1315
$1.25K ﹤0.01%
400
1316
$1.25K ﹤0.01%
57
+1
1317
$1.24K ﹤0.01%
31
1318
$1.22K ﹤0.01%
16
1319
$1.22K ﹤0.01%
44
1320
$1.22K ﹤0.01%
4
1321
$1.21K ﹤0.01%
33
1322
$1.19K ﹤0.01%
300
1323
$1.18K ﹤0.01%
41
1324
$1.14K ﹤0.01%
70
1325
$1.13K ﹤0.01%
+95
51 52
53
54 55