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
876
$54.2K ﹤0.01%
386
+135
877
$54.1K ﹤0.01%
1,255
-1,691
878
$53.7K ﹤0.01%
367
-1,022
879
$53.4K ﹤0.01%
696
-87
880
$53.3K ﹤0.01%
378
+73
881
$52.9K ﹤0.01%
231
-2
882
$52.9K ﹤0.01%
1,051
-668
883
$52.7K ﹤0.01%
227
+75
884
$52.6K ﹤0.01%
50
+28
885
$52.5K ﹤0.01%
8,268
886
$52.5K ﹤0.01%
3,750
+2,600
887
$52.5K ﹤0.01%
4,000
888
$52.4K ﹤0.01%
1,172
-402
889
$52.4K ﹤0.01%
4,501
+4,462
890
$52.3K ﹤0.01%
1,500
891
$52.2K ﹤0.01%
1,453
-100
892
$52.2K ﹤0.01%
+590
893
$52.2K ﹤0.01%
4,000
+2,800
894
$52.1K ﹤0.01%
520
+259
895
$52K ﹤0.01%
6,875
+2,332
896
$52K ﹤0.01%
1,801
-656
897
$51.2K ﹤0.01%
+1,644
898
$51.2K ﹤0.01%
408
899
$51.1K ﹤0.01%
+2,180
900
$51K ﹤0.01%
1,115
34 35
36
37 38