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
1151
$22.2K ﹤0.01%
204
1152
$22.1K ﹤0.01%
144
+24
1153
$22.1K ﹤0.01%
1,861
-2,425
1154
$22K ﹤0.01%
506
-41
1155
$22K ﹤0.01%
451
+331
1156
$22K ﹤0.01%
731
+674
1157
$21.9K ﹤0.01%
222
+207
1158
$21.9K ﹤0.01%
1,100
+19
1159
$21.9K ﹤0.01%
1,000
1160
$21.9K ﹤0.01%
50
1161
$21.8K ﹤0.01%
109
+103
1162
$21.8K ﹤0.01%
79
1163
$21.7K ﹤0.01%
67
+50
1164
$21.6K ﹤0.01%
110
1165
$21.6K ﹤0.01%
95
1166
$21.6K ﹤0.01%
512
+407
1167
$21.6K ﹤0.01%
1,116
+1,105
1168
$21.6K ﹤0.01%
205
+1
1169
$21.6K ﹤0.01%
659
1170
$21.5K ﹤0.01%
1,239
1171
$21.5K ﹤0.01%
+924
1172
$21.4K ﹤0.01%
1,015
+400
1173
$21.4K ﹤0.01%
2,289
+1,681
1174
$21.3K ﹤0.01%
569
+448
1175
$21.3K ﹤0.01%
1,016
45 46
47
48 49