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
1876
$1.67K ﹤0.01%
21
+20
1877
$1.64K ﹤0.01%
48
+43
1878
$1.63K ﹤0.01%
12
-610
1879
$1.63K ﹤0.01%
+32
1880
$1.61K ﹤0.01%
+79
1881
$1.61K ﹤0.01%
47
1882
$1.6K ﹤0.01%
45
+9
1883
$1.59K ﹤0.01%
8
+2
1884
$1.57K ﹤0.01%
500
1885
$1.57K ﹤0.01%
+101
1886
$1.56K ﹤0.01%
36
1887
$1.55K ﹤0.01%
39
+7
1888
$1.53K ﹤0.01%
366
1889
$1.51K ﹤0.01%
19
+10
1890
$1.5K ﹤0.01%
+8
1891
$1.49K ﹤0.01%
82
+41
1892
$1.48K ﹤0.01%
+6
1893
$1.48K ﹤0.01%
10
+9
1894
$1.45K ﹤0.01%
24
1895
$1.45K ﹤0.01%
41
1896
$1.43K ﹤0.01%
14
+10
1897
$1.43K ﹤0.01%
21
+6
1898
$1.42K ﹤0.01%
+8
1899
$1.4K ﹤0.01%
77
+59
1900
$1.39K ﹤0.01%
20
74 75
76
77 78