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
1476
$9.79K ﹤0.01%
126
+19
1477
$9.78K ﹤0.01%
99
+57
1478
$9.73K ﹤0.01%
+117
1479
$9.72K ﹤0.01%
310
1480
$9.7K ﹤0.01%
845
1481
$9.68K ﹤0.01%
192
-181
1482
$9.68K ﹤0.01%
87
+2
1483
$9.64K ﹤0.01%
16
-180
1484
$9.62K ﹤0.01%
200
-386
1485
$9.62K ﹤0.01%
251
1486
$9.61K ﹤0.01%
60
1487
$9.61K ﹤0.01%
502
-57
1488
$9.58K ﹤0.01%
+48
1489
$9.51K ﹤0.01%
120
+110
1490
$9.49K ﹤0.01%
300
1491
$9.46K ﹤0.01%
+100
1492
$9.42K ﹤0.01%
337
+4
1493
$9.42K ﹤0.01%
1,198
+29
1494
$9.28K ﹤0.01%
315
-1,515
1495
$9.25K ﹤0.01%
+269
1496
$9.23K ﹤0.01%
303
1497
$9.18K ﹤0.01%
+245
1498
$9.16K ﹤0.01%
+4,000
1499
$9.15K ﹤0.01%
68
+66
1500
$9.13K ﹤0.01%
70
+1
58 59
60
61 62