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
1776
$2.85K ﹤0.01%
111
-4,791
1777
$2.85K ﹤0.01%
18
+7
1778
$2.84K ﹤0.01%
48
+47
1779
$2.82K ﹤0.01%
+290
1780
$2.82K ﹤0.01%
93
+33
1781
$2.82K ﹤0.01%
80
+76
1782
$2.81K ﹤0.01%
76
1783
$2.76K ﹤0.01%
39
1784
$2.76K ﹤0.01%
+53
1785
$2.75K ﹤0.01%
500
1786
$2.75K ﹤0.01%
91
1787
$2.74K ﹤0.01%
39
+8
1788
$2.71K ﹤0.01%
+106
1789
$2.7K ﹤0.01%
226
-554
1790
$2.7K ﹤0.01%
79
1791
$2.68K ﹤0.01%
631
1792
$2.67K ﹤0.01%
64
1793
$2.65K ﹤0.01%
3
1794
$2.65K ﹤0.01%
+2,500
1795
$2.64K ﹤0.01%
400
1796
$2.64K ﹤0.01%
31
-156
1797
$2.62K ﹤0.01%
100
1798
$2.61K ﹤0.01%
178
+173
1799
$2.61K ﹤0.01%
24
+23
1800
$2.53K ﹤0.01%
1,000
70 71
72
73 74