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
551
$217K 0.01%
12,500
+10,000
552
$217K 0.01%
2,583
+1,109
553
$215K 0.01%
2,518
+430
554
$213K 0.01%
705
-28
555
$213K 0.01%
3,712
+158
556
$212K 0.01%
4,865
-913
557
$211K 0.01%
6,615
-10
558
$210K 0.01%
7,897
+483
559
$210K 0.01%
1,087
+192
560
$209K 0.01%
2,038
-30
561
$209K 0.01%
7,798
-3,580
562
$207K 0.01%
9,376
+335
563
$207K 0.01%
2,811
+1,272
564
$206K 0.01%
9,083
+4,284
565
$206K 0.01%
5,957
+1,000
566
$205K 0.01%
1,279
+191
567
$205K 0.01%
6,533
568
$204K 0.01%
+3,984
569
$202K 0.01%
2,096
+58
570
$202K 0.01%
398
+23
571
$201K 0.01%
1,418
+116
572
$201K 0.01%
4,834
+116
573
$200K 0.01%
1,195
-161
574
$199K 0.01%
+5,200
575
$197K 0.01%
1,118
-416
21 22
23
24 25