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
226
$1.01M 0.06%
3,384
+1,619
227
$1.01M 0.06%
11,377
+6,246
228
$1M 0.06%
19,645
+10,509
229
$999K 0.06%
3,649
+383
230
$999K 0.06%
7,324
+3,100
231
$993K 0.06%
18,664
+6,357
232
$990K 0.06%
8,960
+3,742
233
$982K 0.06%
3,620
+890
234
$974K 0.06%
18,798
+6,745
235
$974K 0.06%
47,364
+3,034
236
$963K 0.05%
11,389
+4,238
237
$927K 0.05%
31,829
+25,393
238
$898K 0.05%
14,592
-206
239
$888K 0.05%
4,433
+178
240
$883K 0.05%
16,747
-25
241
$882K 0.05%
39,635
+4,710
242
$882K 0.05%
2,723
+282
243
$869K 0.05%
4,206
+955
244
$869K 0.05%
39,481
+8,460
245
$860K 0.05%
27,762
-1,318
246
$846K 0.05%
7,791
+5,822
247
$846K 0.05%
3,212
-1
248
$844K 0.05%
8,161
+2,900
249
$834K 0.05%
19,889
-1,064
250
$831K 0.05%
22,237
+4,428
8 9
10
11 12