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
801
$71.1K ﹤0.01%
907
802
$71K ﹤0.01%
580
+2
803
$70.7K ﹤0.01%
4,972
+485
804
$70.4K ﹤0.01%
1,179
-810
805
$70K ﹤0.01%
2,378
+2,189
806
$69.9K ﹤0.01%
365
-85
807
$69.8K ﹤0.01%
2,035
808
$69.4K ﹤0.01%
1,216
-15
809
$69.3K ﹤0.01%
619
+70
810
$69.1K ﹤0.01%
10,575
+5,827
811
$68.9K ﹤0.01%
842
812
$68.4K ﹤0.01%
2,933
-2,216
813
$68.3K ﹤0.01%
2,099
+1,775
814
$67.9K ﹤0.01%
1,491
+8
815
$67.8K ﹤0.01%
245
-1,770
816
$67.7K ﹤0.01%
1,784
+27
817
$67.5K ﹤0.01%
876
818
$67.5K ﹤0.01%
785
819
$67.3K ﹤0.01%
1,384
820
$67.3K ﹤0.01%
941
821
$66.7K ﹤0.01%
827
+63
822
$66.5K ﹤0.01%
2,650
+1,000
823
$66.2K ﹤0.01%
557
+128
824
$66K ﹤0.01%
272
+17
825
$65K ﹤0.01%
4,322
31 32
33
34 35