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
151
$2.17M 0.12%
22,279
+988
152
$2.17M 0.12%
46,090
+2,311
153
$2.11M 0.12%
216,551
+11,325
154
$2.07M 0.12%
62,200
+3,575
155
$2.07M 0.12%
11,857
+223
156
$2.04M 0.12%
20,078
-2,080
157
$2.02M 0.11%
21,669
+822
158
$2.01M 0.11%
15,942
+218
159
$2.01M 0.11%
101,766
+4,781
160
$2M 0.11%
20,512
-1,477
161
$1.99M 0.11%
97,743
+79,491
162
$1.98M 0.11%
16,948
+2,973
163
$1.98M 0.11%
5,710
+311
164
$1.97M 0.11%
6,458
-13,515
165
$1.94M 0.11%
42,787
+37,179
166
$1.92M 0.11%
91,817
+5,207
167
$1.91M 0.11%
52,672
+47,900
168
$1.88M 0.11%
82,998
+10,680
169
$1.87M 0.11%
47,879
+2,329
170
$1.87M 0.11%
27,076
-1,523
171
$1.85M 0.1%
18,226
+1,439
172
$1.84M 0.1%
175,889
+160,383
173
$1.8M 0.1%
52,580
+96
174
$1.79M 0.1%
61,686
+3,738
175
$1.79M 0.1%
18,419
+3,006
5 6
7
8 9