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
2126
$464 ﹤0.01%
45
2127
$463 ﹤0.01%
6
2128
$461 ﹤0.01%
36
-212
2129
$460 ﹤0.01%
13
2130
$459 ﹤0.01%
9
2131
$454 ﹤0.01%
25
2132
$454 ﹤0.01%
52
2133
$454 ﹤0.01%
+25
2134
$451 ﹤0.01%
6
2135
$450 ﹤0.01%
+136
2136
$447 ﹤0.01%
10
2137
$446 ﹤0.01%
2
2138
$445 ﹤0.01%
58
+1
2139
$444 ﹤0.01%
3
2140
$443 ﹤0.01%
+32
2141
$440 ﹤0.01%
7
2142
$440 ﹤0.01%
62
2143
$439 ﹤0.01%
125
2144
$435 ﹤0.01%
148
2145
$434 ﹤0.01%
+3
2146
$432 ﹤0.01%
290
2147
$431 ﹤0.01%
9
+4
2148
$427 ﹤0.01%
5
2149
$427 ﹤0.01%
5
2150
$422 ﹤0.01%
8
84 85
86
87 88