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
126
$2.61M 0.15%
11,690
+585
127
$2.6M 0.15%
15,016
+1,934
128
$2.58M 0.15%
89,289
+29,862
129
$2.57M 0.15%
10,254
+454
130
$2.55M 0.14%
88,765
+56,769
131
$2.5M 0.14%
79,775
+1,264
132
$2.5M 0.14%
96,028
+19,420
133
$2.49M 0.14%
23,659
+2,724
134
$2.48M 0.14%
16,324
+1,589
135
$2.47M 0.14%
168,086
+12,957
136
$2.46M 0.14%
14,463
+3,910
137
$2.41M 0.14%
16,379
+7,908
138
$2.4M 0.14%
20,500
+8,138
139
$2.39M 0.14%
176,891
+7,193
140
$2.39M 0.14%
12,908
+909
141
$2.38M 0.14%
38,029
-1,175
142
$2.38M 0.13%
18,844
+18,647
143
$2.37M 0.13%
109,214
+8,696
144
$2.33M 0.13%
32,462
+8,837
145
$2.26M 0.13%
41,268
+2,795
146
$2.25M 0.13%
44,968
+1,931
147
$2.24M 0.13%
12,313
+736
148
$2.22M 0.13%
24,675
+3,903
149
$2.21M 0.13%
40,292
+35,899
150
$2.2M 0.12%
78,141
+5,259
4 5
6
7 8