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
1851
$1.94K ﹤0.01%
131
+98
1852
$1.93K ﹤0.01%
58
1853
$1.9K ﹤0.01%
251
1854
$1.9K ﹤0.01%
18
+9
1855
$1.89K ﹤0.01%
+93
1856
$1.89K ﹤0.01%
22
-15
1857
$1.88K ﹤0.01%
+25
1858
$1.84K ﹤0.01%
20
1859
$1.83K ﹤0.01%
29
1860
$1.81K ﹤0.01%
226
1861
$1.79K ﹤0.01%
+16
1862
$1.79K ﹤0.01%
73
+43
1863
$1.79K ﹤0.01%
31
1864
$1.79K ﹤0.01%
84
+1
1865
$1.78K ﹤0.01%
83
+1
1866
$1.75K ﹤0.01%
37
+1
1867
$1.74K ﹤0.01%
30
1868
$1.74K ﹤0.01%
+12
1869
$1.74K ﹤0.01%
+16
1870
$1.72K ﹤0.01%
24
+6
1871
$1.71K ﹤0.01%
59
1872
$1.7K ﹤0.01%
23
+19
1873
$1.69K ﹤0.01%
+33
1874
$1.69K ﹤0.01%
21
+20
1875
$1.67K ﹤0.01%
37
73 74
75
76 77