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
1176
$21.3K ﹤0.01%
986
1177
$21.3K ﹤0.01%
1,276
1178
$21.3K ﹤0.01%
715
1179
$21.1K ﹤0.01%
411
+183
1180
$21.1K ﹤0.01%
+394
1181
$21.1K ﹤0.01%
730
+290
1182
$21K ﹤0.01%
+1,065
1183
$21K ﹤0.01%
595
+100
1184
$21K ﹤0.01%
162
-31
1185
$20.8K ﹤0.01%
259
+252
1186
$20.8K ﹤0.01%
7,307
+6,041
1187
$20.8K ﹤0.01%
+907
1188
$20.7K ﹤0.01%
493
-1,560
1189
$20.7K ﹤0.01%
176
+175
1190
$20.6K ﹤0.01%
348
1191
$20.6K ﹤0.01%
+713
1192
$20.4K ﹤0.01%
+422
1193
$20.3K ﹤0.01%
2,000
+1,000
1194
$20.2K ﹤0.01%
117
+55
1195
$20.2K ﹤0.01%
1,201
+1,127
1196
$20.1K ﹤0.01%
461
-368
1197
$20.1K ﹤0.01%
1,249
1198
$20.1K ﹤0.01%
446
-356
1199
$20K ﹤0.01%
513
+2
1200
$20K ﹤0.01%
143
+37
46 47
48
49 50