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
251
$827K 0.05%
2,204
-5,581
252
$826K 0.05%
19,783
+3,927
253
$824K 0.05%
4,835
+1,928
254
$820K 0.05%
10,579
-89
255
$800K 0.05%
15,461
+6,690
256
$793K 0.05%
4,666
-529
257
$789K 0.04%
8,245
-18,671
258
$789K 0.04%
5,153
+1,759
259
$775K 0.04%
15,412
+1,036
260
$765K 0.04%
2,753
+1,872
261
$762K 0.04%
3,687
+1,590
262
$761K 0.04%
1,536
+168
263
$753K 0.04%
11,537
+2,078
264
$741K 0.04%
29,484
-97,455
265
$734K 0.04%
13,253
+277
266
$733K 0.04%
30,660
-1,422
267
$724K 0.04%
32,649
-21,927
268
$714K 0.04%
30,424
+16,544
269
$713K 0.04%
3,238
+200
270
$712K 0.04%
42,835
-1,749
271
$712K 0.04%
14,997
-35
272
$710K 0.04%
7,871
+4,373
273
$703K 0.04%
3,922
+746
274
$695K 0.04%
7,424
-1,427
275
$691K 0.04%
5,117
+2,141
9 10
11
12 13