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
601
$176K 0.01%
8,050
+4,361
602
$175K 0.01%
1,298
+14
603
$174K 0.01%
2,234
+1,023
604
$173K 0.01%
+805
605
$171K 0.01%
1,913
+1,064
606
$171K 0.01%
3,541
-1,209
607
$170K 0.01%
1,794
+215
608
$169K 0.01%
3,281
+1,620
609
$168K 0.01%
604
+523
610
$167K 0.01%
53
-123
611
$166K 0.01%
11,720
+4,900
612
$165K 0.01%
2,141
+2,133
613
$164K 0.01%
3,454
-62
614
$164K 0.01%
910
-218
615
$164K 0.01%
+1,823
616
$163K 0.01%
4,167
+2,392
617
$163K 0.01%
1,293
-40
618
$163K 0.01%
12,140
+7,508
619
$163K 0.01%
565
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620
$162K 0.01%
4,308
+8
621
$162K 0.01%
6,845
+5,986
622
$161K 0.01%
1,401
-492
623
$161K 0.01%
601
+249
624
$161K 0.01%
1,636
-473
625
$158K 0.01%
2,495
-65
23 24
25
26 27