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
976
$38.5K ﹤0.01%
593
977
$38.5K ﹤0.01%
566
+350
978
$38K ﹤0.01%
5,000
+3,500
979
$37.9K ﹤0.01%
348
+312
980
$37.6K ﹤0.01%
2,900
981
$37.5K ﹤0.01%
296
-685
982
$37.1K ﹤0.01%
531
-2,617
983
$37.1K ﹤0.01%
2,080
+1,480
984
$37.1K ﹤0.01%
1,257
+1,201
985
$37K ﹤0.01%
509
-306
986
$36.9K ﹤0.01%
800
987
$36.9K ﹤0.01%
7,102
988
$36.7K ﹤0.01%
526
+5
989
$36.7K ﹤0.01%
7,290
+5,000
990
$36.5K ﹤0.01%
362
-6
991
$36.4K ﹤0.01%
140
+125
992
$36.2K ﹤0.01%
539
+501
993
$36.2K ﹤0.01%
1,007
+3
994
$36.1K ﹤0.01%
+23
995
$36.1K ﹤0.01%
970
-2,152
996
$36.1K ﹤0.01%
1,647
997
$35.9K ﹤0.01%
2,000
+1,400
998
$35.9K ﹤0.01%
1,309
+26
999
$35.9K ﹤0.01%
382
+1
1000
$35.9K ﹤0.01%
1,779
+1,277
38 39
40
41 42