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
301
$590K 0.03%
6,698
+26
302
$589K 0.03%
3,088
+14
303
$584K 0.03%
4,106
-1,135
304
$580K 0.03%
16,983
-102
305
$573K 0.03%
15,738
-55
306
$570K 0.03%
1,101
+564
307
$570K 0.03%
18,683
-519
308
$568K 0.03%
8,760
+6,936
309
$564K 0.03%
5,463
+1,918
310
$564K 0.03%
1,141
+47
311
$561K 0.03%
6,394
+1,187
312
$560K 0.03%
8,832
+3,407
313
$560K 0.03%
1,138
+1,107
314
$559K 0.03%
23,490
-1,612
315
$559K 0.03%
22,202
+28
316
$557K 0.03%
+19,781
317
$556K 0.03%
21,138
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318
$555K 0.03%
26,876
+4,680
319
$550K 0.03%
130
+26
320
$539K 0.03%
7,020
+1,455
321
$537K 0.03%
2,181
+210
322
$534K 0.03%
2,593
+2,501
323
$528K 0.03%
19,461
324
$524K 0.03%
3,954
+1,635
325
$521K 0.03%
6,283
+183
11 12
13
14 15