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
676
$126K 0.01%
2,505
677
$126K 0.01%
423
-182
678
$125K 0.01%
1,005
679
$123K 0.01%
1,379
+99
680
$123K 0.01%
4,619
681
$121K 0.01%
1,036
+4
682
$121K 0.01%
1,118
-113
683
$120K 0.01%
799
-2,928
684
$120K 0.01%
9,135
+6,335
685
$119K 0.01%
10,000
+7,000
686
$119K 0.01%
+10,000
687
$117K 0.01%
658
-500
688
$116K 0.01%
3,494
+527
689
$115K 0.01%
11,025
+7,725
690
$114K 0.01%
521
+106
691
$114K 0.01%
9,438
+6,538
692
$114K 0.01%
403
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693
$112K 0.01%
2,252
+287
694
$112K 0.01%
217
+179
695
$112K 0.01%
3,650
696
$112K 0.01%
1,158
+1
697
$112K 0.01%
2,603
+1,003
698
$112K 0.01%
2,904
-13
699
$111K 0.01%
5,489
700
$111K 0.01%
944
26 27
28
29 30