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
1951
$1.09K ﹤0.01%
+56
1952
$1.09K ﹤0.01%
28
1953
$1.08K ﹤0.01%
13
1954
$1.08K ﹤0.01%
+5
1955
$1.07K ﹤0.01%
65
1956
$1.07K ﹤0.01%
+66
1957
$1.07K ﹤0.01%
8
1958
$1.06K ﹤0.01%
+1,400
1959
$1.06K ﹤0.01%
36
+32
1960
$1.06K ﹤0.01%
75
1961
$1.06K ﹤0.01%
5
1962
$1.05K ﹤0.01%
26
-47
1963
$1.03K ﹤0.01%
+1,099
1964
$1.03K ﹤0.01%
42
1965
$1.03K ﹤0.01%
81
+2
1966
$1.03K ﹤0.01%
10
1967
$1.03K ﹤0.01%
73
+46
1968
$1.02K ﹤0.01%
10
-56
1969
$1.02K ﹤0.01%
47
1970
$1.01K ﹤0.01%
21
-126
1971
$1.01K ﹤0.01%
14
-211
1972
$1.01K ﹤0.01%
21
1973
$1K ﹤0.01%
159
1974
$1K ﹤0.01%
+15
1975
$991 ﹤0.01%
5
-57
77 78
79
80 81