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
1476
$152 ﹤0.01%
7
1477
$150 ﹤0.01%
1
1478
$147 ﹤0.01%
109
1479
$144 ﹤0.01%
22
1480
$138 ﹤0.01%
11
+1
1481
$136 ﹤0.01%
12
1482
$134 ﹤0.01%
37
1483
$132 ﹤0.01%
11
+1
1484
$124 ﹤0.01%
10
1485
$123 ﹤0.01%
29
1486
$121 ﹤0.01%
3
-8
1487
$119 ﹤0.01%
4
1488
$119 ﹤0.01%
4
1489
$118 ﹤0.01%
156
1490
$114 ﹤0.01%
10
1491
$107 ﹤0.01%
4
1492
$106 ﹤0.01%
1
1493
$105 ﹤0.01%
5
1494
$102 ﹤0.01%
15
1495
$98 ﹤0.01%
13
1496
$97 ﹤0.01%
46
1497
$94 ﹤0.01%
2
1498
$85 ﹤0.01%
44
1499
$85 ﹤0.01%
6
-152
1500
$83 ﹤0.01%
1
58 59
60
61 62