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
476
$290K 0.02%
4,391
+2,923
477
$290K 0.02%
1,816
+124
478
$289K 0.02%
1,428
-73
479
$288K 0.02%
1,721
-482
480
$288K 0.02%
2,768
+145
481
$286K 0.02%
2,730
+1,635
482
$286K 0.02%
635
+351
483
$284K 0.02%
617
+170
484
$283K 0.02%
5,401
+145
485
$283K 0.02%
4,203
+35
486
$282K 0.02%
5,560
+1,296
487
$281K 0.02%
14,151
-3,065
488
$280K 0.02%
2,423
+1,432
489
$279K 0.02%
8,658
-4,338
490
$278K 0.02%
2,465
+16
491
$276K 0.02%
14,009
+5,428
492
$276K 0.02%
3,099
-93
493
$273K 0.02%
4,383
+2,645
494
$273K 0.02%
672
+449
495
$270K 0.02%
5,688
+251
496
$269K 0.02%
6,547
+5,318
497
$267K 0.02%
13,005
+6,255
498
$266K 0.02%
482
+164
499
$266K 0.02%
5,637
500
$266K 0.02%
5,790
+1,186
18 19
20
21 22