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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
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
+$14.9M
2
+$10.6M
3
+$8.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.5M
5
NVDA icon
NVIDIA
NVDA
+$6.65M

Top Sells

1
+$5.2M
2
+$3.73M
3
+$3.01M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.95M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.49M

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
2701
– –
-36
2702
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2703
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2704
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2705
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2706
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-8,179
2707
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2708
– –
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2709
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-7
2710
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2711
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2712
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2713
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-85
2714
– –
-978
2715
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2716
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-6,769
2717
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2718
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2719
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2720
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2721
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2722
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2723
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2724
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2725
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107 108
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110 111