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
2476
$126 ﹤0.01%
3
2477
$125 ﹤0.01%
1
2478
$124 ﹤0.01%
19
2479
$124 ﹤0.01%
9
2480
$121 ﹤0.01%
14
2481
$121 ﹤0.01%
+4
2482
$121 ﹤0.01%
+50
2483
$120 ﹤0.01%
10
2484
$120 ﹤0.01%
16
2485
$120 ﹤0.01%
+200
2486
$119 ﹤0.01%
2
2487
$119 ﹤0.01%
2
2488
$118 ﹤0.01%
4
2489
$117 ﹤0.01%
2
2490
$116 ﹤0.01%
+3
2491
$116 ﹤0.01%
3
2492
$115 ﹤0.01%
+1
2493
$114 ﹤0.01%
31
2494
$113 ﹤0.01%
1
2495
$113 ﹤0.01%
1
2496
$112 ﹤0.01%
1
2497
$111 ﹤0.01%
4
2498
$111 ﹤0.01%
15
2499
$111 ﹤0.01%
2
2500
$109 ﹤0.01%
1
98 99
100
101 102