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
$1.76B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,773
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.2M
3
+$8.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M
5
NVDA icon
NVIDIA
NVDA
+$6.84M

Top Sells

1
+$5.46M
2
+$4.12M
3
+$3.17M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.13M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.58M

Sector Composition

1 Technology 9.42%
2 Healthcare 3.94%
3 Financials 3.8%
4 Industrials 3.55%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$88.9K 0.01%
3,350
+1,008
752
$88K 0.01%
2,364
+11
753
$87.8K 0.01%
9,803
+3,264
754
$87.7K 0.01%
2,910
755
$87.2K ﹤0.01%
1,500
+750
756
$86.6K ﹤0.01%
715
+109
757
$84.8K ﹤0.01%
604
+263
758
$84.5K ﹤0.01%
755
+641
759
$84.3K ﹤0.01%
383
+16
760
$84.3K ﹤0.01%
211
+8
761
$84.2K ﹤0.01%
326
+13
762
$83.5K ﹤0.01%
839
+587
763
$83.1K ﹤0.01%
1,843
-250
764
$83.1K ﹤0.01%
1,430
+325
765
$83K ﹤0.01%
1,247
766
$83K ﹤0.01%
5,265
+3,682
767
$82.9K ﹤0.01%
+3,374
768
$82.9K ﹤0.01%
699
+33
769
$82.6K ﹤0.01%
795
+668
770
$82.2K ﹤0.01%
613
+117
771
$81.7K ﹤0.01%
+4,015
772
$81.4K ﹤0.01%
+636
773
$80.1K ﹤0.01%
1,988
+320
774
$80K ﹤0.01%
1,192
+154
775
$79.8K ﹤0.01%
642
29 30
31
32 33