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
1701
$3.93K ﹤0.01%
+115
1702
$3.92K ﹤0.01%
+12
1703
$3.9K ﹤0.01%
+161
1704
$3.88K ﹤0.01%
63
+19
1705
$3.88K ﹤0.01%
20
1706
$3.87K ﹤0.01%
334
+138
1707
$3.87K ﹤0.01%
74
1708
$3.83K ﹤0.01%
+13
1709
$3.83K ﹤0.01%
93
1710
$3.82K ﹤0.01%
+147
1711
$3.8K ﹤0.01%
78
-134
1712
$3.79K ﹤0.01%
82
1713
$3.78K ﹤0.01%
1,011
+1,000
1714
$3.74K ﹤0.01%
+100
1715
$3.74K ﹤0.01%
243
1716
$3.73K ﹤0.01%
443
+14
1717
$3.7K ﹤0.01%
77
+1
1718
$3.69K ﹤0.01%
38
1719
$3.67K ﹤0.01%
+200
1720
$3.66K ﹤0.01%
440
-8,425
1721
$3.65K ﹤0.01%
99
1722
$3.61K ﹤0.01%
15
+14
1723
$3.6K ﹤0.01%
36
-13
1724
$3.58K ﹤0.01%
+1,300
1725
$3.58K ﹤0.01%
667
+367
67 68
69
70 71