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
851
$58.8K ﹤0.01%
1,306
+2
852
$58.5K ﹤0.01%
41
-43
853
$58.4K ﹤0.01%
1,000
854
$58K ﹤0.01%
675
+385
855
$58K ﹤0.01%
2,150
856
$57.9K ﹤0.01%
2,600
857
$57.7K ﹤0.01%
527
+51
858
$57.6K ﹤0.01%
2,070
859
$57.5K ﹤0.01%
+1,015
860
$57.3K ﹤0.01%
738
+464
861
$57K ﹤0.01%
737
+353
862
$56.7K ﹤0.01%
420
+10
863
$56.6K ﹤0.01%
1,200
-90
864
$56.2K ﹤0.01%
2,102
-629
865
$56.2K ﹤0.01%
1,436
866
$56.1K ﹤0.01%
1,834
+580
867
$55.9K ﹤0.01%
464
868
$55.4K ﹤0.01%
688
-4,089
869
$55.4K ﹤0.01%
218
+184
870
$55.3K ﹤0.01%
1,341
+541
871
$55.3K ﹤0.01%
+2,000
872
$55K ﹤0.01%
2,683
-166
873
$54.6K ﹤0.01%
693
874
$54.4K ﹤0.01%
+5,422
875
$54.2K ﹤0.01%
+3,589
33 34
35
36 37