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
2526
$96 ﹤0.01%
2
2527
$95 ﹤0.01%
2
2528
$94 ﹤0.01%
2
2529
$93 ﹤0.01%
4
2530
$93 ﹤0.01%
4
2531
$93 ﹤0.01%
+3
2532
$91 ﹤0.01%
3
+1
2533
$90 ﹤0.01%
8
2534
$90 ﹤0.01%
+6
2535
$90 ﹤0.01%
10
2536
$89 ﹤0.01%
1
2537
$89 ﹤0.01%
15
2538
$89 ﹤0.01%
2
2539
$88 ﹤0.01%
5
2540
$88 ﹤0.01%
+5
2541
$88 ﹤0.01%
2
-6
2542
$87 ﹤0.01%
5
2543
$87 ﹤0.01%
4
2544
$87 ﹤0.01%
3
2545
$87 ﹤0.01%
10
2546
$87 ﹤0.01%
6
2547
$86 ﹤0.01%
17
2548
$85 ﹤0.01%
2
2549
$85 ﹤0.01%
5
2550
$85 ﹤0.01%
48
100 101
102
103 104