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
1901
$1.39K ﹤0.01%
110
-366
1902
$1.39K ﹤0.01%
128
1903
$1.39K ﹤0.01%
42
1904
$1.38K ﹤0.01%
184
1905
$1.37K ﹤0.01%
+19
1906
$1.36K ﹤0.01%
207
-101
1907
$1.36K ﹤0.01%
43
+41
1908
$1.35K ﹤0.01%
+6
1909
$1.34K ﹤0.01%
14
+12
1910
$1.34K ﹤0.01%
+121
1911
$1.33K ﹤0.01%
15
+11
1912
$1.33K ﹤0.01%
8
+7
1913
$1.33K ﹤0.01%
104
-2,504
1914
$1.33K ﹤0.01%
+5
1915
$1.32K ﹤0.01%
300
1916
$1.32K ﹤0.01%
151
+146
1917
$1.31K ﹤0.01%
+5
1918
$1.31K ﹤0.01%
+140
1919
$1.31K ﹤0.01%
+7
1920
$1.28K ﹤0.01%
24
+22
1921
$1.28K ﹤0.01%
251
1922
$1.28K ﹤0.01%
76
+70
1923
$1.27K ﹤0.01%
88
1924
$1.27K ﹤0.01%
62
-138
1925
$1.27K ﹤0.01%
+4
75 76
77
78 79