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
501
$265K 0.02%
12,555
+5,426
502
$264K 0.02%
5,341
-439
503
$263K 0.01%
8,307
-9,303
504
$263K 0.01%
2,941
+231
505
$262K 0.01%
2,233
-1,509
506
$261K 0.01%
15,744
+1,115
507
$259K 0.01%
5,098
-234
508
$258K 0.01%
5,784
+141
509
$257K 0.01%
+36,000
510
$257K 0.01%
13,641
+6,237
511
$256K 0.01%
1,332
+136
512
$255K 0.01%
4,097
+60
513
$251K 0.01%
3,852
-35
514
$251K 0.01%
13,976
+4,108
515
$251K 0.01%
1,030
+44
516
$247K 0.01%
3,284
+906
517
$246K 0.01%
3,023
+3,021
518
$243K 0.01%
8,176
-1,328
519
$243K 0.01%
460
+252
520
$240K 0.01%
1,651
+60
521
$237K 0.01%
5,192
-44
522
$237K 0.01%
2,879
+1,368
523
$236K 0.01%
1,247
+411
524
$236K 0.01%
1,001
+1,000
525
$236K 0.01%
2,938
+1,053
19 20
21
22 23