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
1976
$980 ﹤0.01%
128
1977
$977 ﹤0.01%
72
1978
$975 ﹤0.01%
16
1979
$972 ﹤0.01%
49
1980
$970 ﹤0.01%
25
+23
1981
$970 ﹤0.01%
40
1982
$968 ﹤0.01%
+1,000
1983
$954 ﹤0.01%
17
+6
1984
$953 ﹤0.01%
3
1985
$952 ﹤0.01%
30
1986
$950 ﹤0.01%
34
1987
$944 ﹤0.01%
17
1988
$941 ﹤0.01%
33
1989
$939 ﹤0.01%
+81
1990
$927 ﹤0.01%
+50
1991
$927 ﹤0.01%
7
1992
$913 ﹤0.01%
30
1993
$904 ﹤0.01%
400
1994
$898 ﹤0.01%
374
1995
$887 ﹤0.01%
9
1996
$874 ﹤0.01%
4
1997
$874 ﹤0.01%
19
1998
$872 ﹤0.01%
52
1999
$863 ﹤0.01%
8
2000
$861 ﹤0.01%
81
+73
78 79
80
81 82