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
1376
$12.5K ﹤0.01%
178
+1
1377
$12.5K ﹤0.01%
146
+145
1378
$12.5K ﹤0.01%
276
+26
1379
$12.4K ﹤0.01%
+1,391
1380
$12.4K ﹤0.01%
150
1381
$12.4K ﹤0.01%
90
+15
1382
$12.4K ﹤0.01%
+477
1383
$12.3K ﹤0.01%
107
1384
$12.3K ﹤0.01%
505
+500
1385
$12.2K ﹤0.01%
147
+140
1386
$12.2K ﹤0.01%
94
+92
1387
$12.2K ﹤0.01%
679
1388
$12.2K ﹤0.01%
+196
1389
$12.2K ﹤0.01%
77
-5
1390
$12.2K ﹤0.01%
+300
1391
$12.1K ﹤0.01%
235
+3
1392
$12.1K ﹤0.01%
1,145
+586
1393
$12.1K ﹤0.01%
364
1394
$12K ﹤0.01%
113
+1
1395
$12K ﹤0.01%
+500
1396
$12K ﹤0.01%
+455
1397
$12K ﹤0.01%
+242
1398
$12K ﹤0.01%
+321
1399
$12K ﹤0.01%
75
+69
1400
$11.9K ﹤0.01%
523
54 55
56
57 58