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
326
$521K 0.03%
549
+117
327
$518K 0.03%
4,213
+1,463
328
$517K 0.03%
2,207
+1,451
329
$513K 0.03%
8,195
+3,619
330
$512K 0.03%
2,320
+2,048
331
$509K 0.03%
5,423
+5,300
332
$509K 0.03%
11,563
-580
333
$507K 0.03%
12,198
+3,126
334
$502K 0.03%
9,791
+9,690
335
$498K 0.03%
3,964
-178
336
$498K 0.03%
615
+315
337
$498K 0.03%
3,564
+9
338
$494K 0.03%
7,967
+5,655
339
$494K 0.03%
10,800
+3,579
340
$493K 0.03%
1,985
+120
341
$493K 0.03%
1,880
+10
342
$482K 0.03%
10,780
-190
343
$480K 0.03%
10,171
+1,394
344
$474K 0.03%
4,301
+2,019
345
$473K 0.03%
2,397
+2
346
$470K 0.03%
986
+670
347
$468K 0.03%
8,840
+8,749
348
$467K 0.03%
4,872
+244
349
$467K 0.03%
7,917
+2,780
350
$465K 0.03%
3,354
+1,777
12 13
14
15 16