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
1351
$926 ﹤0.01%
16
1352
$926 ﹤0.01%
61
1353
$918 ﹤0.01%
39
1354
$914 ﹤0.01%
39
1355
$911 ﹤0.01%
314
+1
1356
$906 ﹤0.01%
6
-17
1357
$900 ﹤0.01%
12
1358
$899 ﹤0.01%
4
1359
$891 ﹤0.01%
42
1360
$888 ﹤0.01%
70
1361
$880 ﹤0.01%
15
1362
$872 ﹤0.01%
2
1363
$872 ﹤0.01%
11
1364
$867 ﹤0.01%
50
+1
1365
$859 ﹤0.01%
14
1366
$855 ﹤0.01%
338
+15
1367
$850 ﹤0.01%
75
1368
$850 ﹤0.01%
15
1369
$831 ﹤0.01%
13
1370
$828 ﹤0.01%
9
1371
$820 ﹤0.01%
20
1372
$808 ﹤0.01%
50
1373
$800 ﹤0.01%
526
1374
$771 ﹤0.01%
42
1375
$761 ﹤0.01%
27
53 54
55
56 57