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
526
$235K 0.01%
4,437
+1,228
527
$232K 0.01%
1,809
+413
528
$232K 0.01%
3,490
+527
529
$232K 0.01%
3,077
+2,274
530
$230K 0.01%
5,138
+2,227
531
$230K 0.01%
14,304
-2,384
532
$228K 0.01%
3,159
+799
533
$228K 0.01%
1,766
+105
534
$228K 0.01%
4,486
+42
535
$227K 0.01%
4,086
+2,812
536
$225K 0.01%
5,000
537
$225K 0.01%
1,681
+432
538
$224K 0.01%
9,261
+1,163
539
$223K 0.01%
2,283
-76
540
$223K 0.01%
3,270
+193
541
$223K 0.01%
3,542
+2,555
542
$223K 0.01%
24,943
+8,643
543
$223K 0.01%
12,199
-3,828
544
$220K 0.01%
6,035
545
$220K 0.01%
7,764
+5,542
546
$218K 0.01%
3,125
-743
547
$218K 0.01%
907
+618
548
$218K 0.01%
5,357
+1,965
549
$217K 0.01%
+1,249
550
$217K 0.01%
10,458
+2,359
20 21
22
23 24