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
2151
$420 ﹤0.01%
15
2152
$419 ﹤0.01%
2
2153
$419 ﹤0.01%
4
2154
$418 ﹤0.01%
4
+3
2155
$418 ﹤0.01%
58
-1
2156
$417 ﹤0.01%
18
2157
$417 ﹤0.01%
2
2158
$416 ﹤0.01%
1
-47
2159
$415 ﹤0.01%
23
+3
2160
$414 ﹤0.01%
11
2161
$412 ﹤0.01%
4
2162
$410 ﹤0.01%
10
2163
$410 ﹤0.01%
3
2164
$408 ﹤0.01%
+2
2165
$404 ﹤0.01%
6
2166
$402 ﹤0.01%
71
+29
2167
$402 ﹤0.01%
27
+17
2168
$401 ﹤0.01%
7
2169
$399 ﹤0.01%
+10
2170
$398 ﹤0.01%
2
2171
$394 ﹤0.01%
+3
2172
$390 ﹤0.01%
57
2173
$389 ﹤0.01%
4
2174
$388 ﹤0.01%
+14
2175
$386 ﹤0.01%
9
85 86
87
88 89