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
1326
$14.4K ﹤0.01%
1,000
-29
1327
$14.4K ﹤0.01%
+307
1328
$14.4K ﹤0.01%
500
1329
$14.3K ﹤0.01%
164
+21
1330
$14.3K ﹤0.01%
217
+207
1331
$14.3K ﹤0.01%
+157
1332
$14.3K ﹤0.01%
106
+100
1333
$14.3K ﹤0.01%
320
1334
$14.3K ﹤0.01%
+501
1335
$14.2K ﹤0.01%
965
+264
1336
$14.1K ﹤0.01%
461
+452
1337
$14.1K ﹤0.01%
1,138
+16
1338
$14.1K ﹤0.01%
645
+7
1339
$14K ﹤0.01%
166
-77
1340
$14K ﹤0.01%
2,138
+1,667
1341
$14K ﹤0.01%
+153
1342
$13.9K ﹤0.01%
+2,026
1343
$13.8K ﹤0.01%
318
+317
1344
$13.8K ﹤0.01%
806
1345
$13.8K ﹤0.01%
707
1346
$13.8K ﹤0.01%
112
+59
1347
$13.7K ﹤0.01%
+366
1348
$13.7K ﹤0.01%
5,075
+4,700
1349
$13.7K ﹤0.01%
103
1350
$13.7K ﹤0.01%
224
-211
52 53
54
55 56