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
701
$110K 0.01%
3,021
702
$109K 0.01%
2,926
703
$108K 0.01%
1,513
+239
704
$108K 0.01%
2,758
+2,500
705
$108K 0.01%
1,709
-697
706
$107K 0.01%
4,386
-1,622
707
$106K 0.01%
14,970
+10,670
708
$105K 0.01%
26,059
709
$105K 0.01%
1,626
-1,253
710
$105K 0.01%
11,300
+7,900
711
$105K 0.01%
2,514
+596
712
$104K 0.01%
956
+949
713
$104K 0.01%
4,000
714
$104K 0.01%
1,606
+1,183
715
$104K 0.01%
3,496
-82
716
$103K 0.01%
4,167
+2,800
717
$103K 0.01%
448
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718
$102K 0.01%
431
+380
719
$102K 0.01%
2,887
+1,604
720
$102K 0.01%
1,860
+875
721
$101K 0.01%
+1,000
722
$101K 0.01%
+2,000
723
$101K 0.01%
+2,651
724
$101K 0.01%
6,553
+4,553
725
$100K 0.01%
1,675
-11
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