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
51
$7.48M 0.42%
404,258
-313
52
$7.42M 0.42%
12,686
+3,833
53
$6.78M 0.38%
247,225
-21,837
54
$6.72M 0.38%
85,701
-3,601
55
$6.52M 0.37%
7,052
+83
56
$6.42M 0.36%
88,170
+72,481
57
$5.98M 0.34%
21,267
+343
58
$5.94M 0.34%
36,220
+10,936
59
$5.87M 0.33%
125,504
+117,004
60
$5.77M 0.33%
24,319
-2,668
61
$5.69M 0.32%
23,425
+16,108
62
$5.63M 0.32%
240,119
+123,853
63
$5.59M 0.32%
84,843
-1,248
64
$5.46M 0.31%
9,472
+196
65
$5.44M 0.31%
91,359
+74,203
66
$5.35M 0.3%
140,584
-3,496
67
$5.21M 0.3%
24,697
+2,649
68
$5.2M 0.3%
9,088
+1,258
69
$5.17M 0.29%
102,433
+65,166
70
$5.14M 0.29%
27,232
+1,525
71
$5.04M 0.29%
32,723
+24,788
72
$4.94M 0.28%
82,127
+75,316
73
$4.9M 0.28%
34,157
+965
74
$4.68M 0.27%
17,030
-683
75
$4.65M 0.26%
7,364
+284
1 2
3
4 5