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
2176
$386 ﹤0.01%
12
-179
2177
$385 ﹤0.01%
27
2178
$384 ﹤0.01%
1
2179
$384 ﹤0.01%
+40
2180
$383 ﹤0.01%
1
2181
$383 ﹤0.01%
6
2182
$381 ﹤0.01%
8
2183
$380 ﹤0.01%
100
2184
$380 ﹤0.01%
333
2185
$379 ﹤0.01%
4
-61
2186
$377 ﹤0.01%
5
2187
$377 ﹤0.01%
6
2188
$375 ﹤0.01%
+44
2189
$375 ﹤0.01%
250
2190
$371 ﹤0.01%
3
-5
2191
$370 ﹤0.01%
8
2192
$370 ﹤0.01%
22
+4
2193
$370 ﹤0.01%
+96
2194
$368 ﹤0.01%
40
2195
$366 ﹤0.01%
4
2196
$365 ﹤0.01%
9
2197
$364 ﹤0.01%
2
2198
$357 ﹤0.01%
30
2199
$356 ﹤0.01%
12
2200
$356 ﹤0.01%
13
86 87
88
89 90