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
1826
$2.18K ﹤0.01%
81
1827
$2.18K ﹤0.01%
+135
1828
$2.15K ﹤0.01%
29
+28
1829
$2.12K ﹤0.01%
56
+37
1830
$2.1K ﹤0.01%
26
+10
1831
$2.09K ﹤0.01%
26
+25
1832
$2.09K ﹤0.01%
+100
1833
$2.08K ﹤0.01%
43
1834
$2.08K ﹤0.01%
+73
1835
$2.08K ﹤0.01%
70
+41
1836
$2.08K ﹤0.01%
10
-15
1837
$2.04K ﹤0.01%
100
1838
$2.03K ﹤0.01%
433
1839
$2.02K ﹤0.01%
+12
1840
$2.02K ﹤0.01%
48
+41
1841
$2.02K ﹤0.01%
47
1842
$2.01K ﹤0.01%
33
+24
1843
$2.01K ﹤0.01%
6
1844
$2K ﹤0.01%
33
+29
1845
$1.99K ﹤0.01%
25
+20
1846
$1.98K ﹤0.01%
+31
1847
$1.96K ﹤0.01%
15
+14
1848
$1.95K ﹤0.01%
355
1849
$1.95K ﹤0.01%
+43
1850
$1.95K ﹤0.01%
247
+100
72 73
74
75 76