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
2101
$516 ﹤0.01%
3
2102
$516 ﹤0.01%
335
2103
$515 ﹤0.01%
5
2104
$515 ﹤0.01%
13
2105
$514 ﹤0.01%
3
2106
$509 ﹤0.01%
18
+16
2107
$507 ﹤0.01%
11
+1
2108
$507 ﹤0.01%
21
2109
$505 ﹤0.01%
7
2110
$504 ﹤0.01%
13
2111
$502 ﹤0.01%
2,000
2112
$501 ﹤0.01%
13
+8
2113
$498 ﹤0.01%
+43
2114
$492 ﹤0.01%
64
2115
$487 ﹤0.01%
3
2116
$479 ﹤0.01%
3
2117
$474 ﹤0.01%
5
2118
$473 ﹤0.01%
67
2119
$472 ﹤0.01%
11
2120
$470 ﹤0.01%
10
2121
$469 ﹤0.01%
6
2122
$468 ﹤0.01%
2
+1
2123
$466 ﹤0.01%
23
2124
$466 ﹤0.01%
+1
2125
$464 ﹤0.01%
45
83 84
85
86 87