LFG
Larson Financial Group Portfolio holdings
AUM
$2.49B
1-Year Return
16.5%
This Quarter Return
+5.98%
1 Year Return
+16.5%
3 Year Return
+57.18%
5 Year Return
+85.95%
10 Year Return
–
AUM
$630M
AUM Growth
+$126M
(+25%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
16.01%
Top 10 Holdings %
Top 10 Hldgs %
45.94%
Holding
1,205
New
275
Increased
420
Reduced
147
Closed
69
Top Buys
Top Sells
| 1 |
Applied Materials
AMAT
|
$2.69M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.65M |
| 3 |
RCM
R1 RCM Inc. Common Stock
RCM
|
$928K |
| 4 |
Akamai
AKAM
|
$627K |
| 5 |
Altria Group
MO
|
$510K |
Sector Composition
| 1 | Technology | 4.78% |
| 2 | Consumer Discretionary | 2.22% |
| 3 | Healthcare | 1.45% |
| 4 | Industrials | 1.18% |
| 5 | Financials | 1.11% |
