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
1351
$13.6K ﹤0.01%
800
1352
$13.5K ﹤0.01%
+1,337
1353
$13.5K ﹤0.01%
25
1354
$13.4K ﹤0.01%
+506
1355
$13.4K ﹤0.01%
1,144
+20
1356
$13.3K ﹤0.01%
1,813
+1,200
1357
$13.3K ﹤0.01%
1,180
+327
1358
$13.2K ﹤0.01%
56
+16
1359
$13.2K ﹤0.01%
275
+273
1360
$13.2K ﹤0.01%
161
+154
1361
$13.1K ﹤0.01%
392
+360
1362
$13K ﹤0.01%
+1,002
1363
$13K ﹤0.01%
447
+3
1364
$13K ﹤0.01%
124
+122
1365
$13K ﹤0.01%
207
-104
1366
$12.9K ﹤0.01%
102
+1
1367
$12.9K ﹤0.01%
+599
1368
$12.9K ﹤0.01%
30
+16
1369
$12.9K ﹤0.01%
489
+4
1370
$12.7K ﹤0.01%
314
-12
1371
$12.6K ﹤0.01%
202
+195
1372
$12.6K ﹤0.01%
84
1373
$12.6K ﹤0.01%
96
+95
1374
$12.6K ﹤0.01%
+909
1375
$12.6K ﹤0.01%
931
+885
53 54
55
56 57