LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Fund
S&P 500
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
2676
$2 ﹤0.01%
+2
2677
$2 ﹤0.01%
1
2678
$2 ﹤0.01%
86
2679
$2 ﹤0.01%
1
2680
$2 ﹤0.01%
+1
2681
– –
-36
2682
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-1,479
2683
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-142
2684
– –
-160
2685
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-359
2686
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-700
2687
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-303
2688
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-100
2689
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-5
2690
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-340
2691
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-36
2692
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-145
2693
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-9,115
2694
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-23,513
2695
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-27
2696
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-1
2697
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-2,428
2698
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-25
2699
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-1,550
2700
– –
-9,000
106 107
108
109 110