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
2301
$240 ﹤0.01%
2
2302
$239 ﹤0.01%
1
2303
$239 ﹤0.01%
+1
2304
$238 ﹤0.01%
+25
2305
$237 ﹤0.01%
167
2306
$233 ﹤0.01%
5
2307
$232 ﹤0.01%
5
2308
$232 ﹤0.01%
3
-2
2309
$231 ﹤0.01%
4
2310
$230 ﹤0.01%
3
+2
2311
$229 ﹤0.01%
2
2312
$229 ﹤0.01%
+1
2313
$228 ﹤0.01%
5
2314
$227 ﹤0.01%
8
2315
$227 ﹤0.01%
9
2316
$226 ﹤0.01%
3
2317
$226 ﹤0.01%
2
2318
$226 ﹤0.01%
9
2319
$225 ﹤0.01%
5
2320
$224 ﹤0.01%
3
2321
$222 ﹤0.01%
12
2322
$221 ﹤0.01%
5
2323
$221 ﹤0.01%
15
2324
$219 ﹤0.01%
5
2325
$218 ﹤0.01%
12
91 92
93
94 95