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
726
$97.9K 0.01%
474
+53
727
$97.8K 0.01%
4,000
+2,800
728
$97.2K 0.01%
5,000
+3,500
729
$96.7K 0.01%
840
+818
730
$96.2K 0.01%
2,612
-1,197
731
$96K 0.01%
5,193
-162
732
$95.9K 0.01%
108
+48
733
$94.6K 0.01%
531
+1
734
$94.3K 0.01%
379
+37
735
$93.7K 0.01%
666
-3,533
736
$93.6K 0.01%
710
+618
737
$93.5K 0.01%
1,530
738
$93.2K 0.01%
4,554
+10
739
$93K 0.01%
2,051
-32
740
$93K 0.01%
2,199
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741
$92.8K 0.01%
2,155
742
$92.6K 0.01%
7,067
+1,459
743
$91.9K 0.01%
959
744
$91.8K 0.01%
674
+13
745
$91.6K 0.01%
+1,855
746
$91.5K 0.01%
4,203
747
$91.4K 0.01%
2,500
-615
748
$90.5K 0.01%
261
+94
749
$90K 0.01%
3,681
-987
750
$89.1K 0.01%
6,000
+4,200
28 29
30
31 32