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
26
$13.9M 0.79%
166,996
+78,519
27
$13.5M 0.76%
502,161
-22,237
28
$13.3M 0.75%
204,328
-11,194
29
$13.2M 0.75%
14,844
-300
30
$12.9M 0.73%
466,197
-9,492
31
$12.8M 0.73%
303,158
-22,561
32
$12.8M 0.73%
112,992
+99,255
33
$12.6M 0.71%
158,178
-14,786
34
$12.4M 0.7%
520,536
-23,444
35
$12.1M 0.69%
170,917
-11,224
36
$12M 0.68%
228,586
-8,435
37
$11.9M 0.67%
25,777
+16,964
38
$11.4M 0.65%
107,587
+24,461
39
$10.8M 0.61%
62,439
+5,489
40
$9.91M 0.56%
190,756
+39,105
41
$9.78M 0.55%
139,663
-8,259
42
$9.4M 0.53%
16,391
-1,564
43
$9.34M 0.53%
41,363
+23,310
44
$8.78M 0.5%
285,054
-25,115
45
$8.68M 0.49%
51,922
+10,014
46
$8.13M 0.46%
159,195
+133,667
47
$7.8M 0.44%
115,258
-6,865
48
$7.67M 0.44%
168,624
-9,132
49
$7.62M 0.43%
8,595
+4,252
50
$7.6M 0.43%
113,363
-3,375
1
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