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

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
1201
$19.9K ﹤0.01%
104
+68
1202
$19.9K ﹤0.01%
49
1203
$19.9K ﹤0.01%
475
-378
1204
$19.9K ﹤0.01%
290
1205
$19.9K ﹤0.01%
+51
1206
$19.9K ﹤0.01%
193
+189
1207
$19.9K ﹤0.01%
364
+352
1208
$19.9K ﹤0.01%
+544
1209
$19.8K ﹤0.01%
+298
1210
$19.8K ﹤0.01%
+645
1211
$19.8K ﹤0.01%
104
-1,748
1212
$19.7K ﹤0.01%
626
+6
1213
$19.7K ﹤0.01%
205
1214
$19.5K ﹤0.01%
285
1215
$19.5K ﹤0.01%
+267
1216
$19.4K ﹤0.01%
406
1217
$19.4K ﹤0.01%
+1,448
1218
$19.3K ﹤0.01%
368
1219
$19.3K ﹤0.01%
+194
1220
$19.3K ﹤0.01%
292
+141
1221
$19.3K ﹤0.01%
+1,000
1222
$19.2K ﹤0.01%
+1,877
1223
$19.1K ﹤0.01%
2,170
+1,578
1224
$19.1K ﹤0.01%
250
+202
1225
$19.1K ﹤0.01%
735