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
1051
$30.7K ﹤0.01%
312
+307
1052
$30.6K ﹤0.01%
351
+195
1053
$30.5K ﹤0.01%
1,220
1054
$30.5K ﹤0.01%
+1,527
1055
$30.4K ﹤0.01%
751
+652
1056
$30.3K ﹤0.01%
607
+292
1057
$30.2K ﹤0.01%
510
+281
1058
$30.2K ﹤0.01%
+1,800
1059
$30.1K ﹤0.01%
402
+5
1060
$30K ﹤0.01%
700
1061
$30K ﹤0.01%
2,263
1062
$29.9K ﹤0.01%
700
1063
$29.7K ﹤0.01%
273
1064
$29.7K ﹤0.01%
+4,400
1065
$29.6K ﹤0.01%
239
+78
1066
$29.5K ﹤0.01%
1,837
+194
1067
$29.2K ﹤0.01%
749
-32
1068
$29.2K ﹤0.01%
246
-12
1069
$28.9K ﹤0.01%
532
+149
1070
$28.9K ﹤0.01%
514
-23
1071
$28.8K ﹤0.01%
604
1072
$28.7K ﹤0.01%
6,297
+268
1073
$28.5K ﹤0.01%
2,036
+10
1074
$28.5K ﹤0.01%
346
+329
1075
$28.3K ﹤0.01%
639
41 42
43
44 45