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
176
$1.79M 0.1%
23,204
+21,957
177
$1.78M 0.1%
7,236
+5,561
178
$1.75M 0.1%
24,620
+2,330
179
$1.73M 0.1%
38,967
+2,475
180
$1.71M 0.1%
56,342
-3,465
181
$1.69M 0.1%
4,333
+888
182
$1.68M 0.1%
28,457
+3,829
183
$1.67M 0.09%
12,972
+788
184
$1.66M 0.09%
146,112
+7,830
185
$1.65M 0.09%
48,746
+4,567
186
$1.6M 0.09%
27,829
-2,027
187
$1.55M 0.09%
8,170
-179
188
$1.54M 0.09%
30,156
+1,063
189
$1.54M 0.09%
28,558
190
$1.51M 0.09%
28,675
+276
191
$1.48M 0.08%
10,436
+89
192
$1.48M 0.08%
157,214
-11,774
193
$1.43M 0.08%
29,709
+1,659
194
$1.42M 0.08%
14,796
+3,914
195
$1.41M 0.08%
7,124
-195
196
$1.41M 0.08%
12,344
+1,224
197
$1.39M 0.08%
2,368
+747
198
$1.37M 0.08%
8,803
+1,760
199
$1.37M 0.08%
5,359
+143
200
$1.35M 0.08%
17,216
+337
6 7
8
9 10