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
1276
$16.4K ﹤0.01%
121
+103
1277
$16.3K ﹤0.01%
300
1278
$16.3K ﹤0.01%
82
-1,081
1279
$16.3K ﹤0.01%
1,192
+1,133
1280
$16.2K ﹤0.01%
1,819
+6
1281
$16.2K ﹤0.01%
157
+2
1282
$16.2K ﹤0.01%
+604
1283
$16.2K ﹤0.01%
2,785
1284
$16.1K ﹤0.01%
1,037
+22
1285
$16.1K ﹤0.01%
374
-172
1286
$16.1K ﹤0.01%
66
+62
1287
$16K ﹤0.01%
2,300
1288
$15.9K ﹤0.01%
696
+401
1289
$15.9K ﹤0.01%
256
+6
1290
$15.9K ﹤0.01%
+590
1291
$15.8K ﹤0.01%
414
+1
1292
$15.8K ﹤0.01%
393
1293
$15.7K ﹤0.01%
+1,000
1294
$15.7K ﹤0.01%
315
+5
1295
$15.6K ﹤0.01%
123
1296
$15.6K ﹤0.01%
1,507
1297
$15.5K ﹤0.01%
172
-1,011
1298
$15.4K ﹤0.01%
600
-32
1299
$15.4K ﹤0.01%
800
1300
$15.3K ﹤0.01%
154
+1
50 51
52
53 54