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
351
$465K 0.03%
20,113
+4,719
352
$461K 0.03%
3,688
-991
353
$456K 0.03%
1,174
+59
354
$456K 0.03%
5,025
-933
355
$455K 0.03%
3,686
+3,651
356
$452K 0.03%
1,437
+602
357
$449K 0.03%
2,317
+1,113
358
$446K 0.03%
802
-382
359
$444K 0.03%
16,642
+16,302
360
$442K 0.03%
4,249
+4,099
361
$441K 0.03%
7,406
+6,096
362
$441K 0.03%
+870
363
$439K 0.02%
+226
364
$439K 0.02%
12,003
+8,454
365
$436K 0.02%
18,830
+8,473
366
$435K 0.02%
4,807
+191
367
$432K 0.02%
2,652
+324
368
$430K 0.02%
956
+345
369
$429K 0.02%
286
+28
370
$429K 0.02%
6,281
+3,007
371
$428K 0.02%
1,900
+1,128
372
$425K 0.02%
989
+326
373
$421K 0.02%
6,386
+6,270
374
$421K 0.02%
16,022
+5,247
375
$420K 0.02%
854
+378
13 14
15
16 17