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
1076
$28.3K ﹤0.01%
6,265
1077
$28.2K ﹤0.01%
272
-260
1078
$28.2K ﹤0.01%
875
+1
1079
$28.1K ﹤0.01%
1,559
+277
1080
$28.1K ﹤0.01%
321
+1
1081
$28.1K ﹤0.01%
802
+8
1082
$28K ﹤0.01%
908
+3
1083
$27.9K ﹤0.01%
796
-10,041
1084
$27.8K ﹤0.01%
180
+66
1085
$27.5K ﹤0.01%
600
1086
$27.5K ﹤0.01%
328
+159
1087
$27.1K ﹤0.01%
1,500
1088
$27K ﹤0.01%
2,387
+2,319
1089
$27K ﹤0.01%
370
+48
1090
$27K ﹤0.01%
747
1091
$27K ﹤0.01%
1,529
-7,839
1092
$27K ﹤0.01%
266
-9
1093
$26.8K ﹤0.01%
+400
1094
$26.8K ﹤0.01%
1,929
+1,334
1095
$26.8K ﹤0.01%
154
+1
1096
$26.7K ﹤0.01%
2,301
+608
1097
$26.6K ﹤0.01%
378
+181
1098
$26.4K ﹤0.01%
+1,750
1099
$26.3K ﹤0.01%
+1,002
1100
$26.3K ﹤0.01%
97
-1
42 43
44
45 46