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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
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
+$5.19M
2
+$4.45M
3
+$3.07M
4
BP icon
BP
BP
+$2.69M
5
KE
Kimball Electronics
KE
+$2.63M

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.59M
4
EA icon
Electronic Arts
EA
+$1.58M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.52M

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
1551
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-8,040
1552
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1554
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-12,956
1555
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1556
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1557
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-2,000
1558
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1559
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1562
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1564
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1565
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1575
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61 62
63
64 65