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
1576
$7.44K ﹤0.01%
170
1577
$7.44K ﹤0.01%
212
+8
1578
$7.39K ﹤0.01%
120
+9
1579
$7.38K ﹤0.01%
225
1580
$7.33K ﹤0.01%
145
+5
1581
$7.3K ﹤0.01%
239
1582
$7.26K ﹤0.01%
117
-32
1583
$7.25K ﹤0.01%
129
1584
$7.22K ﹤0.01%
+138
1585
$7.21K ﹤0.01%
208
1586
$7.17K ﹤0.01%
572
1587
$7.16K ﹤0.01%
+251
1588
$7.13K ﹤0.01%
160
+158
1589
$7.09K ﹤0.01%
125
+104
1590
$7K ﹤0.01%
231
+1
1591
$6.95K ﹤0.01%
1,188
+4
1592
$6.94K ﹤0.01%
1,207
-243
1593
$6.93K ﹤0.01%
99
+92
1594
$6.91K ﹤0.01%
106
+19
1595
$6.9K ﹤0.01%
1,215
1596
$6.9K ﹤0.01%
500
1597
$6.88K ﹤0.01%
301
+6
1598
$6.87K ﹤0.01%
+1,169
1599
$6.82K ﹤0.01%
605
+10
1600
$6.8K ﹤0.01%
55
+2
62 63
64
65 66