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
776
$79.1K ﹤0.01%
4,386
-760
777
$79.1K ﹤0.01%
1,052
-51
778
$78.9K ﹤0.01%
894
+805
779
$78.8K ﹤0.01%
994
+10
780
$78.5K ﹤0.01%
9,000
+6,263
781
$77.9K ﹤0.01%
3,684
+45
782
$77K ﹤0.01%
1,603
+1,494
783
$76.6K ﹤0.01%
828
+62
784
$75.9K ﹤0.01%
1,536
+550
785
$75.4K ﹤0.01%
3,187
+3,054
786
$75.2K ﹤0.01%
+1,349
787
$75.2K ﹤0.01%
1,524
788
$74.8K ﹤0.01%
+1,400
789
$74.8K ﹤0.01%
906
+338
790
$74.1K ﹤0.01%
3,000
+2,100
791
$73.9K ﹤0.01%
1,807
+1,519
792
$73.6K ﹤0.01%
3,000
793
$73K ﹤0.01%
6,085
+4,285
794
$73K ﹤0.01%
590
795
$72.4K ﹤0.01%
1,941
+906
796
$72.2K ﹤0.01%
2,819
-501
797
$71.9K ﹤0.01%
4,245
-2,771
798
$71.8K ﹤0.01%
3,119
+2,698
799
$71.7K ﹤0.01%
968
+1
800
$71.6K ﹤0.01%
37,700
+1,500
30 31
32
33 34