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
2551
$85 ﹤0.01%
10
2552
$84 ﹤0.01%
1
2553
$84 ﹤0.01%
5
2554
$84 ﹤0.01%
7
+5
2555
$83 ﹤0.01%
114
+104
2556
$83 ﹤0.01%
1
2557
$83 ﹤0.01%
8
2558
$83 ﹤0.01%
2
2559
$82 ﹤0.01%
3
2560
$82 ﹤0.01%
2
2561
$82 ﹤0.01%
1
2562
$81 ﹤0.01%
+3
2563
$80 ﹤0.01%
1
2564
$79 ﹤0.01%
3
2565
$79 ﹤0.01%
7
2566
$78 ﹤0.01%
2
2567
$78 ﹤0.01%
5
2568
$77 ﹤0.01%
1
2569
$76 ﹤0.01%
3
2570
$76 ﹤0.01%
2
2571
$76 ﹤0.01%
+3,795
2572
$75 ﹤0.01%
29
2573
$75 ﹤0.01%
5
2574
$74 ﹤0.01%
4
2575
$73 ﹤0.01%
2
101 102
103
104 105