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
1376
$751 ﹤0.01%
19
1377
$745 ﹤0.01%
7
1378
$729 ﹤0.01%
19
1379
$723 ﹤0.01%
10
1380
$711 ﹤0.01%
13
1381
$709 ﹤0.01%
166
1382
$701 ﹤0.01%
12
1383
$699 ﹤0.01%
922
1384
$698 ﹤0.01%
150
1385
$692 ﹤0.01%
50
1386
$687 ﹤0.01%
35
1387
$674 ﹤0.01%
29
1388
$671 ﹤0.01%
28
+1
1389
$658 ﹤0.01%
36
1390
$655 ﹤0.01%
15
1391
$654 ﹤0.01%
46
1392
$643 ﹤0.01%
10
-292
1393
$631 ﹤0.01%
73
1394
$612 ﹤0.01%
224
1395
$608 ﹤0.01%
21
+2
1396
$596 ﹤0.01%
7
1397
$589 ﹤0.01%
20
1398
$584 ﹤0.01%
10
1399
$569 ﹤0.01%
11
1400
$567 ﹤0.01%
10
54 55
56
57 58