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
2576
$72 ﹤0.01%
+2
2577
$72 ﹤0.01%
15
2578
$72 ﹤0.01%
+4
2579
$71 ﹤0.01%
9
2580
$71 ﹤0.01%
1
2581
$70 ﹤0.01%
6
2582
$70 ﹤0.01%
4
2583
$69 ﹤0.01%
15
2584
$69 ﹤0.01%
15
2585
$68 ﹤0.01%
5
2586
$67 ﹤0.01%
6
2587
$67 ﹤0.01%
3
2588
$67 ﹤0.01%
3
2589
$65 ﹤0.01%
9
2590
$65 ﹤0.01%
12
2591
$65 ﹤0.01%
3
2592
$64 ﹤0.01%
+1
2593
$64 ﹤0.01%
2
2594
$64 ﹤0.01%
3
2595
$64 ﹤0.01%
2
2596
$63 ﹤0.01%
+1
2597
$63 ﹤0.01%
+2
2598
$63 ﹤0.01%
3
2599
$63 ﹤0.01%
3
-274
2600
$61 ﹤0.01%
4
102 103
104
105 106