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
2076
$586 ﹤0.01%
10
2077
$583 ﹤0.01%
+6
2078
$577 ﹤0.01%
12
+5
2079
$568 ﹤0.01%
2
2080
$568 ﹤0.01%
5
2081
$567 ﹤0.01%
+16
2082
$558 ﹤0.01%
124
2083
$556 ﹤0.01%
20
2084
$554 ﹤0.01%
29
2085
$546 ﹤0.01%
+31
2086
$543 ﹤0.01%
14
2087
$542 ﹤0.01%
20
2088
$540 ﹤0.01%
+14
2089
$539 ﹤0.01%
+24
2090
$538 ﹤0.01%
49
+2
2091
$537 ﹤0.01%
84
2092
$537 ﹤0.01%
24
-240
2093
$535 ﹤0.01%
8
2094
$534 ﹤0.01%
100
2095
$529 ﹤0.01%
25
2096
$528 ﹤0.01%
+50
2097
$528 ﹤0.01%
+22
2098
$526 ﹤0.01%
91
+83
2099
$521 ﹤0.01%
4
2100
$520 ﹤0.01%
15
82 83
84
85 86