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
1501
$9.1K ﹤0.01%
+581
1502
$9.09K ﹤0.01%
404
+124
1503
$9.09K ﹤0.01%
800
1504
$9.08K ﹤0.01%
221
1505
$9.04K ﹤0.01%
73
1506
$9.02K ﹤0.01%
158
1507
$9K ﹤0.01%
100
+99
1508
$8.98K ﹤0.01%
98
1509
$8.96K ﹤0.01%
+34
1510
$8.96K ﹤0.01%
153
1511
$8.92K ﹤0.01%
+1,596
1512
$8.92K ﹤0.01%
600
1513
$8.9K ﹤0.01%
1,100
+700
1514
$8.88K ﹤0.01%
121
-754
1515
$8.88K ﹤0.01%
+60
1516
$8.88K ﹤0.01%
253
1517
$8.79K ﹤0.01%
500
+400
1518
$8.78K ﹤0.01%
280
+200
1519
$8.76K ﹤0.01%
80
1520
$8.74K ﹤0.01%
405
1521
$8.74K ﹤0.01%
39
+1
1522
$8.73K ﹤0.01%
569
1523
$8.73K ﹤0.01%
+125
1524
$8.71K ﹤0.01%
450
+360
1525
$8.67K ﹤0.01%
85
59 60
61
62 63