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
1251
$17.7K ﹤0.01%
509
1252
$17.7K ﹤0.01%
308
+152
1253
$17.7K ﹤0.01%
66
+65
1254
$17.7K ﹤0.01%
510
+476
1255
$17.6K ﹤0.01%
109
+3
1256
$17.6K ﹤0.01%
276
1257
$17.6K ﹤0.01%
92
-35
1258
$17.5K ﹤0.01%
160
+13
1259
$17.5K ﹤0.01%
89
+65
1260
$17.5K ﹤0.01%
363
+1
1261
$17.5K ﹤0.01%
147
+12
1262
$17.4K ﹤0.01%
171
-99
1263
$17.4K ﹤0.01%
282
1264
$17.3K ﹤0.01%
146
+127
1265
$17.2K ﹤0.01%
403
-184
1266
$17.1K ﹤0.01%
423
1267
$17.1K ﹤0.01%
537
+532
1268
$17K ﹤0.01%
362
+47
1269
$16.9K ﹤0.01%
301
+1
1270
$16.9K ﹤0.01%
292
-133
1271
$16.7K ﹤0.01%
100
1272
$16.6K ﹤0.01%
721
+80
1273
$16.5K ﹤0.01%
5,075
+4,700
1274
$16.5K ﹤0.01%
860
1275
$16.5K ﹤0.01%
518
49 50
51
52 53