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
1551
$8.07K ﹤0.01%
303
1552
$8.06K ﹤0.01%
104
1553
$8.04K ﹤0.01%
+330
1554
$8.03K ﹤0.01%
43
-18
1555
$8K ﹤0.01%
+139
1556
$7.99K ﹤0.01%
17
1557
$7.96K ﹤0.01%
+330
1558
$7.95K ﹤0.01%
1,071
+1,028
1559
$7.91K ﹤0.01%
+99
1560
$7.88K ﹤0.01%
+210
1561
$7.88K ﹤0.01%
3,733
+429
1562
$7.85K ﹤0.01%
750
1563
$7.75K ﹤0.01%
100
1564
$7.74K ﹤0.01%
49
1565
$7.74K ﹤0.01%
112
-2,711
1566
$7.73K ﹤0.01%
381
+38
1567
$7.73K ﹤0.01%
159
-9
1568
$7.69K ﹤0.01%
190
1569
$7.67K ﹤0.01%
262
+187
1570
$7.67K ﹤0.01%
205
+5
1571
$7.58K ﹤0.01%
193
1572
$7.57K ﹤0.01%
88
+3
1573
$7.57K ﹤0.01%
+411
1574
$7.53K ﹤0.01%
119
+103
1575
$7.52K ﹤0.01%
84
+59
61 62
63
64 65