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
2026
$763 ﹤0.01%
28
2027
$763 ﹤0.01%
125
2028
$763 ﹤0.01%
3
+2
2029
$760 ﹤0.01%
41
2030
$758 ﹤0.01%
26
2031
$754 ﹤0.01%
+15
2032
$754 ﹤0.01%
93
2033
$748 ﹤0.01%
8
2034
$748 ﹤0.01%
7
2035
$739 ﹤0.01%
3
-102
2036
$721 ﹤0.01%
18
2037
$718 ﹤0.01%
+18
2038
$716 ﹤0.01%
13
2039
$711 ﹤0.01%
27
+23
2040
$711 ﹤0.01%
36
2041
$710 ﹤0.01%
+37
2042
$706 ﹤0.01%
19
+6
2043
$706 ﹤0.01%
+4
2044
$704 ﹤0.01%
4
2045
$699 ﹤0.01%
145
2046
$689 ﹤0.01%
9
2047
$686 ﹤0.01%
11
2048
$678 ﹤0.01%
100
2049
$673 ﹤0.01%
7
+1
2050
$668 ﹤0.01%
6
+3
80 81
82
83 84