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
1726
$3.57K ﹤0.01%
+47
1727
$3.55K ﹤0.01%
42
1728
$3.54K ﹤0.01%
+100
1729
$3.52K ﹤0.01%
96
+51
1730
$3.51K ﹤0.01%
+285
1731
$3.5K ﹤0.01%
108
-38
1732
$3.48K ﹤0.01%
797
1733
$3.48K ﹤0.01%
356
-4,008
1734
$3.45K ﹤0.01%
90
1735
$3.45K ﹤0.01%
200
1736
$3.42K ﹤0.01%
640
1737
$3.42K ﹤0.01%
72
+45
1738
$3.41K ﹤0.01%
46
1739
$3.37K ﹤0.01%
504
+218
1740
$3.33K ﹤0.01%
92
+87
1741
$3.32K ﹤0.01%
160
1742
$3.3K ﹤0.01%
175
1743
$3.3K ﹤0.01%
+880
1744
$3.3K ﹤0.01%
234
-2
1745
$3.29K ﹤0.01%
698
1746
$3.27K ﹤0.01%
366
1747
$3.25K ﹤0.01%
200
1748
$3.24K ﹤0.01%
113
-8,732
1749
$3.21K ﹤0.01%
39
-83
1750
$3.17K ﹤0.01%
68
-178
68 69
70
71 72