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
2226
$319 ﹤0.01%
7
-15,077
2227
$318 ﹤0.01%
250
2228
$317 ﹤0.01%
+6
2229
$312 ﹤0.01%
105
2230
$311 ﹤0.01%
10
2231
$310 ﹤0.01%
333
2232
$309 ﹤0.01%
3
2233
$308 ﹤0.01%
7
2234
$304 ﹤0.01%
4
2235
$304 ﹤0.01%
35
2236
$301 ﹤0.01%
62
2237
$298 ﹤0.01%
5
2238
$297 ﹤0.01%
6
+3
2239
$297 ﹤0.01%
7
2240
$297 ﹤0.01%
5
2241
$291 ﹤0.01%
42
2242
$291 ﹤0.01%
38
2243
$291 ﹤0.01%
5
2244
$290 ﹤0.01%
5
2245
$290 ﹤0.01%
293
2246
$289 ﹤0.01%
+25
2247
$289 ﹤0.01%
1
2248
$288 ﹤0.01%
42
2249
$288 ﹤0.01%
6
2250
$286 ﹤0.01%
4
+2
88 89
90
91 92