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
2251
$285 ﹤0.01%
+16
2252
$284 ﹤0.01%
11
2253
$284 ﹤0.01%
2
2254
$284 ﹤0.01%
5
2255
$282 ﹤0.01%
6
2256
$280 ﹤0.01%
10
2257
$280 ﹤0.01%
+34
2258
$280 ﹤0.01%
4
2259
$280 ﹤0.01%
3
2260
$280 ﹤0.01%
+6
2261
$278 ﹤0.01%
10
2262
$278 ﹤0.01%
+19
2263
$275 ﹤0.01%
26
2264
$274 ﹤0.01%
4
2265
$273 ﹤0.01%
20
2266
$273 ﹤0.01%
11
2267
$272 ﹤0.01%
6
2268
$272 ﹤0.01%
11
2269
$267 ﹤0.01%
6
2270
$266 ﹤0.01%
+3
2271
$263 ﹤0.01%
+3
2272
$263 ﹤0.01%
4
2273
$263 ﹤0.01%
10
2274
$261 ﹤0.01%
4
2275
$261 ﹤0.01%
4
89 90
91
92 93