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
1801
$2.53K ﹤0.01%
200
1802
$2.52K ﹤0.01%
31
+25
1803
$2.51K ﹤0.01%
40
1804
$2.46K ﹤0.01%
343
1805
$2.44K ﹤0.01%
285
+52
1806
$2.43K ﹤0.01%
9
1807
$2.42K ﹤0.01%
+45
1808
$2.41K ﹤0.01%
71
1809
$2.4K ﹤0.01%
83
1810
$2.4K ﹤0.01%
63
1811
$2.39K ﹤0.01%
805
+120
1812
$2.38K ﹤0.01%
32
+19
1813
$2.37K ﹤0.01%
68
1814
$2.36K ﹤0.01%
+120
1815
$2.32K ﹤0.01%
18
+12
1816
$2.3K ﹤0.01%
24
1817
$2.28K ﹤0.01%
179
+32
1818
$2.27K ﹤0.01%
234
-29
1819
$2.23K ﹤0.01%
392
1820
$2.22K ﹤0.01%
1,900
1821
$2.22K ﹤0.01%
30
1822
$2.2K ﹤0.01%
148
+2
1823
$2.19K ﹤0.01%
+12
1824
$2.19K ﹤0.01%
20
1825
$2.19K ﹤0.01%
+5
71 72
73
74 75