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
426
$349K 0.02%
6,399
+1,309
427
$347K 0.02%
6,780
+9
428
$346K 0.02%
6,129
+1,097
429
$346K 0.02%
3,468
+1,859
430
$343K 0.02%
1,024
+703
431
$341K 0.02%
2,278
+1,202
432
$340K 0.02%
1,630
-136
433
$339K 0.02%
1,283
+871
434
$339K 0.02%
3,232
+933
435
$337K 0.02%
1,604
+663
436
$334K 0.02%
22,366
+5,729
437
$333K 0.02%
17,039
+6,049
438
$331K 0.02%
3,610
-141
439
$331K 0.02%
4,476
+2,565
440
$330K 0.02%
+12,652
441
$330K 0.02%
14,533
+4,638
442
$330K 0.02%
11,614
-4,071
443
$330K 0.02%
1,836
+274
444
$329K 0.02%
13,008
-2,524
445
$329K 0.02%
1,021
+231
446
$329K 0.02%
7,280
+6,556
447
$328K 0.02%
9,259
+5,766
448
$328K 0.02%
3,589
+17
449
$324K 0.02%
624
+121
450
$320K 0.02%
4,038
+14
16 17
18
19 20