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
826
$64.6K ﹤0.01%
806
-2,433
827
$64.4K ﹤0.01%
1,250
828
$64.3K ﹤0.01%
3,102
829
$64.2K ﹤0.01%
677
-624
830
$63.9K ﹤0.01%
1,895
831
$63.9K ﹤0.01%
11,528
832
$63.8K ﹤0.01%
940
+41
833
$63.8K ﹤0.01%
+439
834
$63.4K ﹤0.01%
1,483
-971
835
$63K ﹤0.01%
6,431
-908
836
$62.8K ﹤0.01%
2,652
+998
837
$62.4K ﹤0.01%
107
+26
838
$62.3K ﹤0.01%
145
+16
839
$61.6K ﹤0.01%
2,119
-8
840
$61.4K ﹤0.01%
470
+465
841
$61.1K ﹤0.01%
954
-424
842
$61K ﹤0.01%
1,982
+1,399
843
$60.9K ﹤0.01%
1,404
+1,132
844
$60.8K ﹤0.01%
910
+317
845
$60.5K ﹤0.01%
+3,918
846
$60.1K ﹤0.01%
1,509
-2,905
847
$59.7K ﹤0.01%
3,005
+2,994
848
$59.2K ﹤0.01%
1,159
-1,072
849
$59.2K ﹤0.01%
2,695
+1,998
850
$58.8K ﹤0.01%
2,475
+620
32 33
34
35 36