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
2351
$204 ﹤0.01%
2
2352
$204 ﹤0.01%
6
2353
$202 ﹤0.01%
22
2354
$201 ﹤0.01%
4
2355
$201 ﹤0.01%
2
2356
$201 ﹤0.01%
+4
2357
$201 ﹤0.01%
14
2358
$200 ﹤0.01%
8
2359
$199 ﹤0.01%
+1
2360
$199 ﹤0.01%
8
2361
$198 ﹤0.01%
12
-7,613
2362
$197 ﹤0.01%
5
+1
2363
$195 ﹤0.01%
+7
2364
$195 ﹤0.01%
5
2365
$195 ﹤0.01%
6
2366
$194 ﹤0.01%
7
2367
$194 ﹤0.01%
+2
2368
$194 ﹤0.01%
1
2369
$193 ﹤0.01%
7
2370
$193 ﹤0.01%
6
2371
$193 ﹤0.01%
10
2372
$192 ﹤0.01%
3
2373
$191 ﹤0.01%
6
2374
$190 ﹤0.01%
12
2375
$189 ﹤0.01%
3
93 94
95
96 97