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
2601
$61 ﹤0.01%
5
2602
$61 ﹤0.01%
1
2603
$60 ﹤0.01%
14
2604
$60 ﹤0.01%
1
2605
$59 ﹤0.01%
2
2606
$58 ﹤0.01%
4
2607
$58 ﹤0.01%
10
2608
$57 ﹤0.01%
2
2609
$57 ﹤0.01%
3
2610
$55 ﹤0.01%
4
2611
$54 ﹤0.01%
1
2612
$54 ﹤0.01%
2
2613
$53 ﹤0.01%
+3
2614
$52 ﹤0.01%
3
2615
$51 ﹤0.01%
1
2616
$51 ﹤0.01%
+15
2617
$49 ﹤0.01%
1
2618
$49 ﹤0.01%
2
2619
$48 ﹤0.01%
+1
2620
$48 ﹤0.01%
+3
2621
$47 ﹤0.01%
3
2622
$46 ﹤0.01%
2
2623
$45 ﹤0.01%
2
2624
$45 ﹤0.01%
1
2625
$43 ﹤0.01%
5
103 104
105
106 107