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
1676
$4.58K ﹤0.01%
+347
1677
$4.58K ﹤0.01%
749
+604
1678
$4.57K ﹤0.01%
190
-18
1679
$4.56K ﹤0.01%
144
1680
$4.53K ﹤0.01%
93
1681
$4.48K ﹤0.01%
69
-49
1682
$4.47K ﹤0.01%
68
+10
1683
$4.47K ﹤0.01%
513
1684
$4.43K ﹤0.01%
974
-192
1685
$4.42K ﹤0.01%
19
-5
1686
$4.42K ﹤0.01%
40
-1,242
1687
$4.36K ﹤0.01%
176
1688
$4.35K ﹤0.01%
45
-2
1689
$4.29K ﹤0.01%
+1,073
1690
$4.26K ﹤0.01%
22
-464
1691
$4.19K ﹤0.01%
53
+47
1692
$4.19K ﹤0.01%
1,138
1693
$4.18K ﹤0.01%
269
+4
1694
$4.16K ﹤0.01%
198
+112
1695
$4.15K ﹤0.01%
18
1696
$4.12K ﹤0.01%
2,000
1697
$4.06K ﹤0.01%
450
1698
$4.04K ﹤0.01%
42
1699
$3.95K ﹤0.01%
32
+31
1700
$3.94K ﹤0.01%
77
-159
66 67
68
69 70