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
1651
$5.28K ﹤0.01%
132
-204
1652
$5.27K ﹤0.01%
91
1653
$5.26K ﹤0.01%
+393
1654
$5.25K ﹤0.01%
+214
1655
$5.18K ﹤0.01%
231
+2
1656
$5.16K ﹤0.01%
+160
1657
$5.09K ﹤0.01%
107
-77
1658
$5.08K ﹤0.01%
200
-362
1659
$5.05K ﹤0.01%
416
+5
1660
$5.01K ﹤0.01%
+28
1661
$4.99K ﹤0.01%
+28
1662
$4.93K ﹤0.01%
51
-142
1663
$4.9K ﹤0.01%
1,000
1664
$4.86K ﹤0.01%
346
-717
1665
$4.81K ﹤0.01%
32
1666
$4.77K ﹤0.01%
75
1667
$4.76K ﹤0.01%
250
1668
$4.69K ﹤0.01%
+225
1669
$4.66K ﹤0.01%
183
1670
$4.65K ﹤0.01%
89
+54
1671
$4.61K ﹤0.01%
104
-6
1672
$4.6K ﹤0.01%
88
-35
1673
$4.6K ﹤0.01%
+93
1674
$4.59K ﹤0.01%
66
+56
1675
$4.58K ﹤0.01%
409
65 66
67
68 69