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
1526
$8.66K ﹤0.01%
104
+14
1527
$8.63K ﹤0.01%
135
+2
1528
$8.6K ﹤0.01%
50
1529
$8.56K ﹤0.01%
337
+332
1530
$8.54K ﹤0.01%
+93
1531
$8.53K ﹤0.01%
1,512
1532
$8.53K ﹤0.01%
+1,520
1533
$8.52K ﹤0.01%
+499
1534
$8.51K ﹤0.01%
16
1535
$8.5K ﹤0.01%
2,030
+2,020
1536
$8.45K ﹤0.01%
200
1537
$8.43K ﹤0.01%
259
1538
$8.38K ﹤0.01%
386
-1
1539
$8.37K ﹤0.01%
240
1540
$8.31K ﹤0.01%
81
-189
1541
$8.26K ﹤0.01%
365
+16
1542
$8.25K ﹤0.01%
54
1543
$8.24K ﹤0.01%
+260
1544
$8.23K ﹤0.01%
897
+833
1545
$8.21K ﹤0.01%
575
+100
1546
$8.21K ﹤0.01%
+4
1547
$8.17K ﹤0.01%
14
-210
1548
$8.15K ﹤0.01%
204
1549
$8.13K ﹤0.01%
44
+27
1550
$8.12K ﹤0.01%
423
+162
60 61
62
63 64