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
1601
$6.7K ﹤0.01%
+347
1602
$6.69K ﹤0.01%
+1,500
1603
$6.64K ﹤0.01%
166
-89
1604
$6.61K ﹤0.01%
102
+1
1605
$6.53K ﹤0.01%
224
+171
1606
$6.51K ﹤0.01%
+367
1607
$6.42K ﹤0.01%
96
1608
$6.42K ﹤0.01%
45
+24
1609
$6.42K ﹤0.01%
90
-97
1610
$6.35K ﹤0.01%
170
1611
$6.31K ﹤0.01%
911
1612
$6.27K ﹤0.01%
+39
1613
$6.25K ﹤0.01%
+145
1614
$6.22K ﹤0.01%
595
+25
1615
$6.22K ﹤0.01%
+1,470
1616
$6.21K ﹤0.01%
519
1617
$6.18K ﹤0.01%
1,550
1618
$6.14K ﹤0.01%
186
1619
$6.07K ﹤0.01%
201
1620
$6.06K ﹤0.01%
146
+145
1621
$6.02K ﹤0.01%
299
+42
1622
$6.02K ﹤0.01%
136
+36
1623
$6.01K ﹤0.01%
181
1624
$6.01K ﹤0.01%
270
1625
$6K ﹤0.01%
123
+1
63 64
65
66 67