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
2501
$109 ﹤0.01%
50
2502
$108 ﹤0.01%
3
2503
$107 ﹤0.01%
+4
2504
$107 ﹤0.01%
12
2505
$107 ﹤0.01%
6
2506
$107 ﹤0.01%
1
-170
2507
$106 ﹤0.01%
6
2508
$105 ﹤0.01%
6
2509
$105 ﹤0.01%
1
2510
$105 ﹤0.01%
7
2511
$105 ﹤0.01%
3
2512
$103 ﹤0.01%
1
2513
$102 ﹤0.01%
3
2514
$101 ﹤0.01%
2
2515
$101 ﹤0.01%
16
2516
$101 ﹤0.01%
5
2517
$100 ﹤0.01%
3
2518
$100 ﹤0.01%
9
2519
$100 ﹤0.01%
9
2520
$100 ﹤0.01%
1
2521
$99 ﹤0.01%
1
2522
$98 ﹤0.01%
13
2523
$97 ﹤0.01%
+2
2524
$97 ﹤0.01%
2
2525
$97 ﹤0.01%
+1
99 100
101
102 103