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
1326
$1.11K ﹤0.01%
125
1327
$1.1K ﹤0.01%
19
1328
$1.1K ﹤0.01%
20
1329
$1.09K ﹤0.01%
27
1330
$1.08K ﹤0.01%
8
-39
1331
$1.07K ﹤0.01%
9
1332
$1.07K ﹤0.01%
41
+1
1333
$1.05K ﹤0.01%
20
1334
$1.05K ﹤0.01%
10
-256
1335
$1.04K ﹤0.01%
17
-1,000
1336
$1.03K ﹤0.01%
85
1337
$1.02K ﹤0.01%
36
-5,582
1338
$1.02K ﹤0.01%
100
1339
$1.01K ﹤0.01%
+100
1340
$1.01K ﹤0.01%
13
1341
$1.01K ﹤0.01%
157
1342
$994 ﹤0.01%
+33
1343
$993 ﹤0.01%
100
1344
$987 ﹤0.01%
7
1345
$978 ﹤0.01%
62
1346
$977 ﹤0.01%
3
1347
$956 ﹤0.01%
147
1348
$949 ﹤0.01%
29
1349
$946 ﹤0.01%
77
1350
$939 ﹤0.01%
10
52 53
54
55 56