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
1426
$11.3K ﹤0.01%
2,720
1427
$11.3K ﹤0.01%
1,000
1428
$11.2K ﹤0.01%
238
-1,466
1429
$11.2K ﹤0.01%
723
-869
1430
$11.2K ﹤0.01%
+601
1431
$11.1K ﹤0.01%
116
-47
1432
$11.1K ﹤0.01%
194
+192
1433
$11.1K ﹤0.01%
578
+572
1434
$11.1K ﹤0.01%
262
+260
1435
$11K ﹤0.01%
1,307
+1,150
1436
$11K ﹤0.01%
299
-35
1437
$11K ﹤0.01%
100
-350
1438
$11K ﹤0.01%
678
1439
$11K ﹤0.01%
102
-908
1440
$10.9K ﹤0.01%
657
1441
$10.9K ﹤0.01%
268
+90
1442
$10.9K ﹤0.01%
151
+124
1443
$10.8K ﹤0.01%
81
+1
1444
$10.8K ﹤0.01%
89
+69
1445
$10.8K ﹤0.01%
+40
1446
$10.8K ﹤0.01%
279
+277
1447
$10.7K ﹤0.01%
114
1448
$10.7K ﹤0.01%
1,067
1449
$10.7K ﹤0.01%
414
-1,263
1450
$10.7K ﹤0.01%
39
+12
56 57
58
59 60