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
2001
$856 ﹤0.01%
6
2002
$845 ﹤0.01%
386
+258
2003
$841 ﹤0.01%
62
2004
$839 ﹤0.01%
56
+1
2005
$836 ﹤0.01%
120
+100
2006
$832 ﹤0.01%
244
2007
$830 ﹤0.01%
9
2008
$821 ﹤0.01%
5
2009
$820 ﹤0.01%
66
2010
$810 ﹤0.01%
370
-44
2011
$807 ﹤0.01%
18
+17
2012
$802 ﹤0.01%
17
+6
2013
$801 ﹤0.01%
15
2014
$795 ﹤0.01%
33
2015
$794 ﹤0.01%
8
2016
$794 ﹤0.01%
+59
2017
$791 ﹤0.01%
8
2018
$784 ﹤0.01%
48
2019
$784 ﹤0.01%
10
2020
$772 ﹤0.01%
25
2021
$772 ﹤0.01%
17
2022
$770 ﹤0.01%
500
2023
$770 ﹤0.01%
111
2024
$765 ﹤0.01%
8
2025
$765 ﹤0.01%
+17
79 80
81
82 83