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
2326
$218 ﹤0.01%
+16
2327
$218 ﹤0.01%
5
2328
$218 ﹤0.01%
55
+23
2329
$218 ﹤0.01%
1
2330
$217 ﹤0.01%
+5
2331
$217 ﹤0.01%
11
2332
$216 ﹤0.01%
3
2333
$215 ﹤0.01%
8
2334
$214 ﹤0.01%
+15
2335
$214 ﹤0.01%
7
-7,335
2336
$214 ﹤0.01%
4
2337
$212 ﹤0.01%
2
2338
$211 ﹤0.01%
19
+6
2339
$210 ﹤0.01%
5
2340
$210 ﹤0.01%
5
2341
$210 ﹤0.01%
16
2342
$209 ﹤0.01%
11
2343
$209 ﹤0.01%
3
2344
$209 ﹤0.01%
6
2345
$208 ﹤0.01%
3
2346
$207 ﹤0.01%
7
2347
$207 ﹤0.01%
185
2348
$206 ﹤0.01%
5
2349
$205 ﹤0.01%
3
2350
$204 ﹤0.01%
5
-140
92 93
94
95 96