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
101
$3.27M 0.19%
20,198
+3,932
102
$3.27M 0.19%
14,777
+5,755
103
$3.25M 0.18%
59,491
+56,725
104
$3.25M 0.18%
28,581
+2,233
105
$3.23M 0.18%
33,620
+20,958
106
$3.21M 0.18%
23,451
+4,347
107
$3.18M 0.18%
7,836
+1,064
108
$3.12M 0.18%
166,318
+17,708
109
$3.11M 0.18%
38,525
+8,077
110
$3.02M 0.17%
4,889
+328
111
$3.02M 0.17%
14,633
+623
112
$2.98M 0.17%
38,063
+1,495
113
$2.94M 0.17%
215,764
+6,519
114
$2.91M 0.17%
8,721
+244
115
$2.89M 0.16%
26,854
-20,303
116
$2.89M 0.16%
16,915
+601
117
$2.79M 0.16%
16,199
+1,176
118
$2.78M 0.16%
110,064
+19,854
119
$2.77M 0.16%
107,636
-5,472
120
$2.77M 0.16%
60,626
+2,541
121
$2.75M 0.16%
24,880
-2,412
122
$2.74M 0.16%
30,049
+1,131
123
$2.7M 0.15%
105,432
+3,220
124
$2.67M 0.15%
64,601
-1,203
125
$2.62M 0.15%
11,345
+329
3 4
5
6 7