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
1926
$1.26K ﹤0.01%
+15
1927
$1.25K ﹤0.01%
7
1928
$1.25K ﹤0.01%
+26
1929
$1.24K ﹤0.01%
150
1930
$1.23K ﹤0.01%
+9
1931
$1.22K ﹤0.01%
100
-200
1932
$1.21K ﹤0.01%
+227
1933
$1.21K ﹤0.01%
110
+100
1934
$1.21K ﹤0.01%
24
+5
1935
$1.2K ﹤0.01%
15
1936
$1.2K ﹤0.01%
4
+1
1937
$1.2K ﹤0.01%
9
+8
1938
$1.2K ﹤0.01%
8
1939
$1.18K ﹤0.01%
+26
1940
$1.17K ﹤0.01%
+650
1941
$1.15K ﹤0.01%
8
1942
$1.15K ﹤0.01%
45
+1
1943
$1.15K ﹤0.01%
24
1944
$1.13K ﹤0.01%
100
1945
$1.13K ﹤0.01%
3
-1
1946
$1.12K ﹤0.01%
42
+8
1947
$1.12K ﹤0.01%
5
1948
$1.11K ﹤0.01%
20
1949
$1.1K ﹤0.01%
103
1950
$1.09K ﹤0.01%
12
76 77
78
79 80