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
1101
$26.2K ﹤0.01%
+3,300
1102
$26.2K ﹤0.01%
122
+16
1103
$26.2K ﹤0.01%
431
+425
1104
$26K ﹤0.01%
+961
1105
$25.8K ﹤0.01%
2,000
+1,400
1106
$25.7K ﹤0.01%
+206
1107
$25.7K ﹤0.01%
2,040
+1,440
1108
$25.6K ﹤0.01%
525
1109
$25.5K ﹤0.01%
305
1110
$25.4K ﹤0.01%
244
+1
1111
$25.3K ﹤0.01%
1,000
1112
$24.9K ﹤0.01%
1,383
1113
$24.9K ﹤0.01%
1,228
1114
$24.7K ﹤0.01%
49
+3
1115
$24.7K ﹤0.01%
1,810
-797
1116
$24.5K ﹤0.01%
432
+2
1117
$24.4K ﹤0.01%
85
1118
$24.4K ﹤0.01%
+814
1119
$24.2K ﹤0.01%
1,259
+12
1120
$24.2K ﹤0.01%
468
+193
1121
$24.2K ﹤0.01%
952
1122
$24.1K ﹤0.01%
2,409
+663
1123
$24.1K ﹤0.01%
686
+614
1124
$24.1K ﹤0.01%
378
1125
$24K ﹤0.01%
3,346
43 44
45
46 47