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
2276
$259 ﹤0.01%
2
2277
$257 ﹤0.01%
36
2278
$253 ﹤0.01%
6
2279
$250 ﹤0.01%
17
2280
$250 ﹤0.01%
6
2281
$249 ﹤0.01%
6
2282
$248 ﹤0.01%
7
+6
2283
$247 ﹤0.01%
13
2284
$247 ﹤0.01%
51
-209
2285
$246 ﹤0.01%
100
2286
$246 ﹤0.01%
5
2287
$246 ﹤0.01%
4
-255
2288
$245 ﹤0.01%
4
2289
$245 ﹤0.01%
+5
2290
$245 ﹤0.01%
+2
2291
$245 ﹤0.01%
6
2292
$244 ﹤0.01%
18
2293
$244 ﹤0.01%
7
2294
$242 ﹤0.01%
6
-84
2295
$241 ﹤0.01%
2
2296
$241 ﹤0.01%
7
2297
$241 ﹤0.01%
5
2298
$240 ﹤0.01%
18
2299
$240 ﹤0.01%
12
2300
$240 ﹤0.01%
9
90 91
92
93 94