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
2201
$351 ﹤0.01%
2
2202
$351 ﹤0.01%
5
+4
2203
$346 ﹤0.01%
+28
2204
$343 ﹤0.01%
4
2205
$342 ﹤0.01%
11
2206
$340 ﹤0.01%
11
2207
$339 ﹤0.01%
3
2208
$338 ﹤0.01%
10
+3
2209
$336 ﹤0.01%
3
2210
$335 ﹤0.01%
8
2211
$335 ﹤0.01%
11
2212
$333 ﹤0.01%
+11
2213
$330 ﹤0.01%
+6
2214
$330 ﹤0.01%
8
2215
$330 ﹤0.01%
3
2216
$330 ﹤0.01%
4
2217
$328 ﹤0.01%
9
2218
$328 ﹤0.01%
11
-9
2219
$327 ﹤0.01%
3
2220
$326 ﹤0.01%
26
2221
$325 ﹤0.01%
3
2222
$324 ﹤0.01%
+100
2223
$321 ﹤0.01%
22
2224
$320 ﹤0.01%
9
+5
2225
$320 ﹤0.01%
+4
87 88
89
90 91