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
76
$4.59M 0.26%
112,897
+92,923
77
$4.56M 0.26%
50,121
+48,363
78
$4.51M 0.26%
13,606
+482
79
$4.42M 0.25%
51,357
-63
80
$4.4M 0.25%
15,490
-353
81
$4.39M 0.25%
16,792
-542
82
$4.34M 0.25%
33,272
+920
83
$4.31M 0.24%
114,678
-13,960
84
$4.28M 0.24%
98,962
+95,744
85
$4.15M 0.24%
49,917
+43,855
86
$4.15M 0.24%
14,659
-1,663
87
$4.13M 0.23%
50,630
+50,390
88
$4.01M 0.23%
38,859
+913
89
$4.01M 0.23%
47,810
+1,710
90
$3.93M 0.22%
35,182
+3,819
91
$3.91M 0.22%
23,596
+5,827
92
$3.88M 0.22%
22,618
+544
93
$3.84M 0.22%
45,953
-24,911
94
$3.78M 0.21%
43,556
-1,144
95
$3.77M 0.21%
13,901
-281
96
$3.72M 0.21%
18,812
+2,680
97
$3.68M 0.21%
44,356
-31,144
98
$3.54M 0.2%
9,802
+321
99
$3.42M 0.19%
87,233
+9,162
100
$3.29M 0.19%
33,689
-1,679
2 3
4
5 6