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
1126
$24K ﹤0.01%
+800
1127
$24K ﹤0.01%
268
1128
$24K ﹤0.01%
581
+5
1129
$23.9K ﹤0.01%
438
-1,477
1130
$23.7K ﹤0.01%
272
+270
1131
$23.6K ﹤0.01%
+2,255
1132
$23.5K ﹤0.01%
12,849
1133
$23.5K ﹤0.01%
2,118
1134
$23.5K ﹤0.01%
204
+5
1135
$23.4K ﹤0.01%
431
1136
$23.3K ﹤0.01%
1,250
+113
1137
$23.1K ﹤0.01%
993
+5
1138
$23.1K ﹤0.01%
90
+11
1139
$23.1K ﹤0.01%
261
+257
1140
$23K ﹤0.01%
1,631
1141
$23K ﹤0.01%
962
-119
1142
$22.9K ﹤0.01%
318
-22
1143
$22.7K ﹤0.01%
484
-81
1144
$22.7K ﹤0.01%
338
+5
1145
$22.7K ﹤0.01%
685
+554
1146
$22.5K ﹤0.01%
117
+9
1147
$22.4K ﹤0.01%
300
+4
1148
$22.4K ﹤0.01%
218
-1,120
1149
$22.4K ﹤0.01%
1,367
1150
$22.3K ﹤0.01%
+1,072
44 45
46
47 48