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
1301
$15.3K ﹤0.01%
1,696
+1,571
1302
$15.2K ﹤0.01%
+197
1303
$15.2K ﹤0.01%
+247
1304
$15.2K ﹤0.01%
+175
1305
$15.2K ﹤0.01%
+5,000
1306
$15.1K ﹤0.01%
+1,548
1307
$15.1K ﹤0.01%
259
+255
1308
$15.1K ﹤0.01%
+500
1309
$15.1K ﹤0.01%
+716
1310
$15.1K ﹤0.01%
+25
1311
$15K ﹤0.01%
128
+92
1312
$15K ﹤0.01%
425
1313
$15K ﹤0.01%
205
+156
1314
$15K ﹤0.01%
413
+398
1315
$15K ﹤0.01%
+1,400
1316
$14.9K ﹤0.01%
+230
1317
$14.7K ﹤0.01%
+310
1318
$14.7K ﹤0.01%
8
+2
1319
$14.7K ﹤0.01%
358
1320
$14.6K ﹤0.01%
1,234
+395
1321
$14.6K ﹤0.01%
1,050
1322
$14.5K ﹤0.01%
1,064
1323
$14.5K ﹤0.01%
+137
1324
$14.5K ﹤0.01%
1,000
1325
$14.4K ﹤0.01%
617
+451
51 52
53
54 55