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
901
$50.6K ﹤0.01%
361
+123
902
$50.4K ﹤0.01%
599
-10
903
$50.3K ﹤0.01%
2,144
-3,436
904
$49.8K ﹤0.01%
2,500
905
$49.8K ﹤0.01%
2,171
-300
906
$49.3K ﹤0.01%
273
+15
907
$49.3K ﹤0.01%
2,200
908
$49.3K ﹤0.01%
1,012
909
$49.1K ﹤0.01%
245
-799
910
$48.7K ﹤0.01%
2,689
+17
911
$48.7K ﹤0.01%
+90
912
$48.5K ﹤0.01%
1,810
+1,809
913
$48.4K ﹤0.01%
274
+21
914
$48.3K ﹤0.01%
856
+842
915
$48.1K ﹤0.01%
2,909
916
$47.3K ﹤0.01%
1,601
-25
917
$47.1K ﹤0.01%
424
+361
918
$47K ﹤0.01%
2,028
+248
919
$47K ﹤0.01%
1,519
920
$46.8K ﹤0.01%
1,054
+4
921
$46.8K ﹤0.01%
2,118
922
$46.2K ﹤0.01%
370
+68
923
$45.9K ﹤0.01%
658
+2
924
$45.9K ﹤0.01%
2,832
925
$45.8K ﹤0.01%
3,718
+2,853
35 36
37
38 39