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
201
$1.35M 0.08%
2,376
-3,142
202
$1.29M 0.07%
26,728
+3,957
203
$1.28M 0.07%
11,864
-619
204
$1.28M 0.07%
47,819
-3,960
205
$1.26M 0.07%
25,636
+337
206
$1.23M 0.07%
9,776
-414
207
$1.21M 0.07%
18,704
+16,679
208
$1.2M 0.07%
50,305
+49,405
209
$1.17M 0.07%
4,269
+1,188
210
$1.15M 0.07%
25,699
+6,273
211
$1.14M 0.06%
2,254
+2,241
212
$1.13M 0.06%
9,364
+5,196
213
$1.1M 0.06%
9,100
+6,317
214
$1.09M 0.06%
2,215
+731
215
$1.09M 0.06%
8,749
+8,249
216
$1.08M 0.06%
40,467
+5,580
217
$1.08M 0.06%
13,384
+6,610
218
$1.08M 0.06%
2,542
219
$1.06M 0.06%
25,495
-207
220
$1.05M 0.06%
35,135
-350
221
$1.05M 0.06%
2,510
+737
222
$1.04M 0.06%
9,541
+5,393
223
$1.04M 0.06%
4,077
-488
224
$1.02M 0.06%
7,982
+9
225
$1.02M 0.06%
5,069
+139
7 8
9
10 11