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
576
$196K 0.01%
17,454
+149
577
$195K 0.01%
1,188
+929
578
$194K 0.01%
2,981
+391
579
$194K 0.01%
417
+75
580
$193K 0.01%
522
+459
581
$193K 0.01%
391
+20
582
$192K 0.01%
2,694
+3
583
$191K 0.01%
1,872
+1,200
584
$189K 0.01%
5,472
585
$188K 0.01%
1,913
+103
586
$186K 0.01%
300
+83
587
$185K 0.01%
2,066
+21
588
$184K 0.01%
754
+335
589
$184K 0.01%
3,924
+490
590
$183K 0.01%
4,740
-431
591
$182K 0.01%
620
-161
592
$182K 0.01%
7,882
+1,502
593
$182K 0.01%
2,259
+1,140
594
$181K 0.01%
1,546
595
$181K 0.01%
503
+188
596
$181K 0.01%
4,863
+2,135
597
$180K 0.01%
3,367
-2,202
598
$179K 0.01%
2,874
+2,460
599
$178K 0.01%
8,045
+4,401
600
$177K 0.01%
1,582
+85
22 23
24
25 26