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
1001
$35.8K ﹤0.01%
282
+274
1002
$35.8K ﹤0.01%
271
+1
1003
$35.8K ﹤0.01%
230
+1
1004
$35.7K ﹤0.01%
97
+33
1005
$35.3K ﹤0.01%
164
+115
1006
$35.2K ﹤0.01%
459
1007
$35.2K ﹤0.01%
1,757
-267
1008
$35.1K ﹤0.01%
608
+449
1009
$35K ﹤0.01%
775
+450
1010
$35K ﹤0.01%
1,460
+11
1011
$35K ﹤0.01%
2,500
1012
$34.8K ﹤0.01%
1,335
+12
1013
$34.8K ﹤0.01%
123
-200
1014
$34.5K ﹤0.01%
41
+12
1015
$34.4K ﹤0.01%
362
+1
1016
$34.4K ﹤0.01%
300
1017
$34.2K ﹤0.01%
1,086
+530
1018
$34.1K ﹤0.01%
8,695
1019
$34K ﹤0.01%
969
+636
1020
$33.6K ﹤0.01%
+429
1021
$33.5K ﹤0.01%
148
-3
1022
$33.5K ﹤0.01%
324
+201
1023
$33.4K ﹤0.01%
190
+162
1024
$33.4K ﹤0.01%
262
+259
1025
$33.3K ﹤0.01%
511
39 40
41
42 43