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
2626
$43 ﹤0.01%
10
2627
$43 ﹤0.01%
1
2628
$42 ﹤0.01%
1
2629
$42 ﹤0.01%
4
2630
$42 ﹤0.01%
1
2631
$41 ﹤0.01%
1
2632
$39 ﹤0.01%
5
2633
$39 ﹤0.01%
1
2634
$38 ﹤0.01%
1
-153
2635
$38 ﹤0.01%
+1
2636
$37 ﹤0.01%
22
2637
$36 ﹤0.01%
+5
2638
$35 ﹤0.01%
1
-175
2639
$34 ﹤0.01%
3
2640
$33 ﹤0.01%
+4
2641
$33 ﹤0.01%
1
2642
$32 ﹤0.01%
5
2643
$31 ﹤0.01%
3
2644
$29 ﹤0.01%
+12
2645
$29 ﹤0.01%
+13
2646
– –
0
2647
$27 ﹤0.01%
2
2648
$25 ﹤0.01%
3
2649
$25 ﹤0.01%
+2,304
2650
$24 ﹤0.01%
+1
104 105
106
107 108