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
626
$157K 0.01%
1,869
-1,693
627
$155K 0.01%
1,666
+1,579
628
$154K 0.01%
2,305
+14
629
$152K 0.01%
2,629
-490
630
$150K 0.01%
2,086
+151
631
$149K 0.01%
984
632
$149K 0.01%
3,676
+2,801
633
$149K 0.01%
1,041
+751
634
$149K 0.01%
2,578
-522
635
$148K 0.01%
4,073
+148
636
$147K 0.01%
2,269
637
$147K 0.01%
1,575
638
$147K 0.01%
6,247
-379
639
$146K 0.01%
+3,000
640
$146K 0.01%
612
+37
641
$145K 0.01%
4,981
-2,731
642
$145K 0.01%
450
+1
643
$144K 0.01%
3,472
+3,116
644
$144K 0.01%
1,187
+1,163
645
$143K 0.01%
2,333
+167
646
$142K 0.01%
991
+2
647
$142K 0.01%
831
+735
648
$141K 0.01%
1,229
+1,176
649
$141K 0.01%
6,120
+3,198
650
$141K 0.01%
1,360
+1,222
24 25
26
27 28