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
451
$318K 0.02%
2,054
+204
452
$318K 0.02%
2,039
+1,439
453
$316K 0.02%
+4,329
454
$315K 0.02%
8,814
+576
455
$310K 0.02%
1,588
+205
456
$309K 0.02%
1,851
+90
457
$308K 0.02%
3,923
+17
458
$306K 0.02%
3,876
+856
459
$304K 0.02%
1,259
+37
460
$302K 0.02%
+6,006
461
$301K 0.02%
+3,107
462
$300K 0.02%
1,964
+95
463
$300K 0.02%
8,175
+8,110
464
$299K 0.02%
3,270
+1,947
465
$298K 0.02%
3,409
+53
466
$296K 0.02%
2,793
+1,786
467
$295K 0.02%
3,142
+2,170
468
$295K 0.02%
4,085
+12
469
$294K 0.02%
1,853
+446
470
$294K 0.02%
6,421
-68,305
471
$294K 0.02%
1,743
+933
472
$293K 0.02%
2,444
+758
473
$291K 0.02%
1,629
+158
474
$291K 0.02%
6,718
+313
475
$290K 0.02%
1,696
-1,124
17 18
19
20 21