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
1751
$3.15K ﹤0.01%
184
1752
$3.13K ﹤0.01%
100
1753
$3.13K ﹤0.01%
+512
1754
$3.13K ﹤0.01%
+200
1755
$3.11K ﹤0.01%
155
-262
1756
$3.11K ﹤0.01%
71
1757
$3.11K ﹤0.01%
151
-317
1758
$3.1K ﹤0.01%
37
+29
1759
$3.1K ﹤0.01%
221
+100
1760
$3.07K ﹤0.01%
213
+4
1761
$3.07K ﹤0.01%
+91
1762
$3.04K ﹤0.01%
31
+29
1763
$3.01K ﹤0.01%
71
-183
1764
$3.01K ﹤0.01%
+84
1765
$3K ﹤0.01%
11
+10
1766
$2.99K ﹤0.01%
78
+48
1767
$2.98K ﹤0.01%
27
+23
1768
$2.95K ﹤0.01%
93
1769
$2.94K ﹤0.01%
100
1770
$2.94K ﹤0.01%
216
+106
1771
$2.94K ﹤0.01%
1,000
1772
$2.93K ﹤0.01%
51
1773
$2.9K ﹤0.01%
1,250
1774
$2.87K ﹤0.01%
509
+9
1775
$2.87K ﹤0.01%
23
69 70
71
72 73