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
1226
$19.1K ﹤0.01%
60
+9
1227
$19.1K ﹤0.01%
2,600
1228
$19.1K ﹤0.01%
1,543
+22
1229
$19K ﹤0.01%
1,595
+90
1230
$18.9K ﹤0.01%
524
+296
1231
$18.9K ﹤0.01%
436
+1
1232
$18.9K ﹤0.01%
104
+41
1233
$18.8K ﹤0.01%
950
+311
1234
$18.7K ﹤0.01%
538
+349
1235
$18.7K ﹤0.01%
1,000
1236
$18.6K ﹤0.01%
+548
1237
$18.6K ﹤0.01%
434
+137
1238
$18.6K ﹤0.01%
793
+42
1239
$18.5K ﹤0.01%
1,500
+750
1240
$18.5K ﹤0.01%
+241
1241
$18.4K ﹤0.01%
+107
1242
$18.3K ﹤0.01%
62
+61
1243
$18.2K ﹤0.01%
75
1244
$18.2K ﹤0.01%
195
+5
1245
$18.2K ﹤0.01%
467
1246
$18.2K ﹤0.01%
+181
1247
$18.1K ﹤0.01%
1,306
+706
1248
$17.9K ﹤0.01%
+400
1249
$17.8K ﹤0.01%
387
1250
$17.8K ﹤0.01%
87
+13
48 49
50
51 52