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
1451
$10.7K ﹤0.01%
2,300
1452
$10.6K ﹤0.01%
+125
1453
$10.6K ﹤0.01%
582
+10
1454
$10.6K ﹤0.01%
70
+60
1455
$10.5K ﹤0.01%
+428
1456
$10.4K ﹤0.01%
185
-150
1457
$10.4K ﹤0.01%
172
+170
1458
$10.4K ﹤0.01%
805
1459
$10.4K ﹤0.01%
43
+37
1460
$10.4K ﹤0.01%
396
+2
1461
$10.3K ﹤0.01%
504
1462
$10.3K ﹤0.01%
251
+3
1463
$10.3K ﹤0.01%
258
+255
1464
$10.3K ﹤0.01%
322
+2
1465
$10.2K ﹤0.01%
194
+191
1466
$10.2K ﹤0.01%
400
1467
$10.1K ﹤0.01%
+196
1468
$10K ﹤0.01%
303
+300
1469
$10K ﹤0.01%
+195
1470
$10K ﹤0.01%
+32
1471
$10K ﹤0.01%
+775
1472
$9.96K ﹤0.01%
163
1473
$9.95K ﹤0.01%
+355
1474
$9.94K ﹤0.01%
430
1475
$9.8K ﹤0.01%
25
+20
57 58
59
60 61