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
1426
$428 ﹤0.01%
24
-12
1427
$426 ﹤0.01%
+3
1428
$426 ﹤0.01%
+25
1429
$425 ﹤0.01%
+20
1430
$425 ﹤0.01%
+27
1431
$424 ﹤0.01%
369
1432
$405 ﹤0.01%
5
1433
$404 ﹤0.01%
10
1434
$392 ﹤0.01%
+15
1435
$392 ﹤0.01%
9
1436
$391 ﹤0.01%
22
1437
$379 ﹤0.01%
12
1438
$375 ﹤0.01%
56
1439
$364 ﹤0.01%
11
1440
$335 ﹤0.01%
63
1441
$310 ﹤0.01%
27
1442
$306 ﹤0.01%
10
1443
$306 ﹤0.01%
1
1444
$305 ﹤0.01%
4
1445
$302 ﹤0.01%
29
-9,882
1446
$298 ﹤0.01%
41
1447
$298 ﹤0.01%
13
1448
$295 ﹤0.01%
304
1449
$292 ﹤0.01%
3
1450
$277 ﹤0.01%
17
56 57
58
59 60