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
376
$420K 0.02%
8,734
+8,004
377
$419K 0.02%
541
-143
378
$419K 0.02%
2,362
-94
379
$418K 0.02%
4,995
-998
380
$414K 0.02%
4,804
+897
381
$414K 0.02%
2,483
+10
382
$412K 0.02%
14,016
-297
383
$412K 0.02%
10,382
+1,583
384
$411K 0.02%
3,120
+1,410
385
$410K 0.02%
2,042
+275
386
$409K 0.02%
6,957
+2,665
387
$408K 0.02%
3,917
-939
388
$408K 0.02%
12,892
+6,300
389
$407K 0.02%
8,185
-125
390
$406K 0.02%
1,065
+680
391
$401K 0.02%
1,395
+420
392
$401K 0.02%
1,383
+639
393
$400K 0.02%
10,756
+4,441
394
$399K 0.02%
4,502
+3,333
395
$397K 0.02%
2,437
+21
396
$397K 0.02%
11,055
-7,554
397
$394K 0.02%
5,587
+5,062
398
$394K 0.02%
1,114
+167
399
$393K 0.02%
2,412
-481
400
$393K 0.02%
2,812
+1,126
14 15
16
17 18