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
1026
$33.1K ﹤0.01%
1,132
1027
$33K ﹤0.01%
865
-150
1028
$33K ﹤0.01%
303
1029
$32.7K ﹤0.01%
789
+8
1030
$32.6K ﹤0.01%
275
+56
1031
$32.6K ﹤0.01%
2,146
+133
1032
$32.4K ﹤0.01%
644
+212
1033
$32.3K ﹤0.01%
849
-400
1034
$32.3K ﹤0.01%
1,929
+918
1035
$32K ﹤0.01%
686
1036
$32K ﹤0.01%
1,594
+63
1037
$31.9K ﹤0.01%
297
-31
1038
$31.8K ﹤0.01%
673
+2
1039
$31.7K ﹤0.01%
67
+49
1040
$31.6K ﹤0.01%
227
1041
$31.6K ﹤0.01%
2,785
1042
$31.5K ﹤0.01%
360
-1,155
1043
$31.4K ﹤0.01%
1,220
-632
1044
$31.4K ﹤0.01%
142
+71
1045
$31.4K ﹤0.01%
391
+251
1046
$31.2K ﹤0.01%
435
-359
1047
$31.1K ﹤0.01%
1,917
+1,062
1048
$31K ﹤0.01%
+868
1049
$31K ﹤0.01%
+1,440
1050
$30.7K ﹤0.01%
+5,000
40 41
42
43 44