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
926
$45.6K ﹤0.01%
339
+2
927
$45.5K ﹤0.01%
526
+7
928
$45.2K ﹤0.01%
900
929
$45K ﹤0.01%
1,061
930
$44.9K ﹤0.01%
401
-54
931
$44.8K ﹤0.01%
693
+596
932
$44.8K ﹤0.01%
1,060
933
$44.6K ﹤0.01%
3,795
+2,665
934
$44.5K ﹤0.01%
6,260
+389
935
$44.5K ﹤0.01%
14,400
936
$44.3K ﹤0.01%
564
-5
937
$44.3K ﹤0.01%
902
938
$44.2K ﹤0.01%
560
+4
939
$43.9K ﹤0.01%
1,783
+893
940
$43.9K ﹤0.01%
334
-5
941
$43.6K ﹤0.01%
830
942
$43.4K ﹤0.01%
361
-17
943
$43.4K ﹤0.01%
937
+4
944
$43.3K ﹤0.01%
2,034
+1,978
945
$43.1K ﹤0.01%
+578
946
$42.6K ﹤0.01%
687
+402
947
$42.6K ﹤0.01%
2,180
948
$42.3K ﹤0.01%
150
949
$42.2K ﹤0.01%
1,009
+7
950
$42K ﹤0.01%
500
36 37
38
39 40