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
1401
$11.9K ﹤0.01%
419
1402
$11.9K ﹤0.01%
+2,000
1403
$11.8K ﹤0.01%
+1,079
1404
$11.8K ﹤0.01%
+78
1405
$11.8K ﹤0.01%
186
+107
1406
$11.8K ﹤0.01%
+110
1407
$11.7K ﹤0.01%
+829
1408
$11.7K ﹤0.01%
100
1409
$11.7K ﹤0.01%
+647
1410
$11.7K ﹤0.01%
+2,000
1411
$11.7K ﹤0.01%
1,000
-7,121
1412
$11.7K ﹤0.01%
30
-97
1413
$11.7K ﹤0.01%
+1,403
1414
$11.6K ﹤0.01%
735
1415
$11.6K ﹤0.01%
54
1416
$11.6K ﹤0.01%
261
+254
1417
$11.5K ﹤0.01%
+150
1418
$11.4K ﹤0.01%
250
1419
$11.4K ﹤0.01%
817
1420
$11.4K ﹤0.01%
145
-82
1421
$11.4K ﹤0.01%
2,031
1422
$11.4K ﹤0.01%
218
+79
1423
$11.3K ﹤0.01%
+195
1424
$11.3K ﹤0.01%
2,795
1425
$11.3K ﹤0.01%
+622
55 56
57
58 59