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
276
$686K 0.04%
64,934
+41,551
277
$676K 0.04%
1,761
-687
278
$674K 0.04%
18,649
+3,835
279
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4,782
+1,458
280
$666K 0.04%
8,540
+5,685
281
$666K 0.04%
1,831
+1,783
282
$665K 0.04%
4,909
-662
283
$665K 0.04%
6,395
+2,230
284
$662K 0.04%
2,404
-676
285
$657K 0.04%
7,835
+3,464
286
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6,077
-1,050
287
$646K 0.04%
4,630
-15,317
288
$645K 0.04%
8,583
+274
289
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3,503
-34
290
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1,329
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291
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10,060
+8,514
292
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12,850
-1,122
293
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4,088
+1,014
294
$597K 0.03%
6,803
-22,199
295
$596K 0.03%
4,533
+664
296
$594K 0.03%
12,601
-234
297
$592K 0.03%
3,503
+381
298
$592K 0.03%
2,139
+469
299
$592K 0.03%
3,291
+2,296
300
$591K 0.03%
6,746
+6,382
10 11
12
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