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
951
$41.7K ﹤0.01%
349
-150
952
$41.6K ﹤0.01%
290
+70
953
$41.6K ﹤0.01%
6,330
+4,430
954
$41.2K ﹤0.01%
4,998
+1,754
955
$41.2K ﹤0.01%
990
-500
956
$40.9K ﹤0.01%
839
-7,589
957
$40.9K ﹤0.01%
771
-830
958
$40.8K ﹤0.01%
1,806
+484
959
$40.4K ﹤0.01%
1,451
+1
960
$40.4K ﹤0.01%
1,333
+114
961
$40K ﹤0.01%
38
+20
962
$39.9K ﹤0.01%
1,209
+5
963
$39.5K ﹤0.01%
149
+54
964
$39.4K ﹤0.01%
800
965
$39.3K ﹤0.01%
615
+2
966
$39.2K ﹤0.01%
1,137
-159
967
$39.2K ﹤0.01%
2,363
968
$39.2K ﹤0.01%
157
+107
969
$38.9K ﹤0.01%
339
+152
970
$38.9K ﹤0.01%
1,338
+1
971
$38.9K ﹤0.01%
1,319
+438
972
$38.9K ﹤0.01%
394
-156
973
$38.8K ﹤0.01%
+2,000
974
$38.8K ﹤0.01%
819
+4
975
$38.7K ﹤0.01%
584
+23
37 38
39
40 41