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
1626
$5.93K ﹤0.01%
173
1627
$5.89K ﹤0.01%
39
+4
1628
$5.89K ﹤0.01%
57
-69
1629
$5.88K ﹤0.01%
+96
1630
$5.88K ﹤0.01%
665
1631
$5.87K ﹤0.01%
113
1632
$5.81K ﹤0.01%
+78
1633
$5.77K ﹤0.01%
+26
1634
$5.75K ﹤0.01%
100
+79
1635
$5.73K ﹤0.01%
+46
1636
$5.72K ﹤0.01%
114
1637
$5.69K ﹤0.01%
165
+2
1638
$5.64K ﹤0.01%
36
+35
1639
$5.64K ﹤0.01%
+2,001
1640
$5.62K ﹤0.01%
79
-1,274
1641
$5.61K ﹤0.01%
66
1642
$5.6K ﹤0.01%
110
1643
$5.58K ﹤0.01%
126
+3
1644
$5.57K ﹤0.01%
+216
1645
$5.53K ﹤0.01%
+300
1646
$5.52K ﹤0.01%
4,086
+400
1647
$5.51K ﹤0.01%
+155
1648
$5.47K ﹤0.01%
40
-100
1649
$5.36K ﹤0.01%
71
+61
1650
$5.29K ﹤0.01%
47
+40
64 65
66
67 68