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
651
$140K 0.01%
+12,710
652
$140K 0.01%
3,174
+377
653
$139K 0.01%
2,510
-631
654
$139K 0.01%
3,769
+3,584
655
$139K 0.01%
3,652
-2,309
656
$139K 0.01%
8,000
+5,600
657
$138K 0.01%
1,447
-539
658
$138K 0.01%
1,602
+1,411
659
$138K 0.01%
2,641
+1,037
660
$137K 0.01%
10,200
+7,100
661
$136K 0.01%
500
+300
662
$134K 0.01%
2,575
663
$134K 0.01%
3,829
-752
664
$132K 0.01%
10,178
-5,600
665
$132K 0.01%
1,816
+406
666
$131K 0.01%
997
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667
$131K 0.01%
1,005
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668
$131K 0.01%
1,155
-1,767
669
$130K 0.01%
3,881
+11
670
$130K 0.01%
1,377
671
$130K 0.01%
1,187
+2
672
$130K 0.01%
1,147
-6
673
$129K 0.01%
2,948
-252
674
$128K 0.01%
+5,830
675
$126K 0.01%
1,918
+2
25 26
27
28 29