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
2376
$188 ﹤0.01%
17
2377
$187 ﹤0.01%
6
2378
$185 ﹤0.01%
6
+1
2379
$185 ﹤0.01%
2
2380
$183 ﹤0.01%
5
2381
$182 ﹤0.01%
5
2382
$182 ﹤0.01%
3
+2
2383
$181 ﹤0.01%
7
2384
$181 ﹤0.01%
+2
2385
$180 ﹤0.01%
14
2386
$177 ﹤0.01%
7
-173
2387
$177 ﹤0.01%
5
2388
$177 ﹤0.01%
3
2389
$176 ﹤0.01%
15
2390
$175 ﹤0.01%
53
+36
2391
$174 ﹤0.01%
15
2392
$173 ﹤0.01%
6
2393
$173 ﹤0.01%
2
-17
2394
$172 ﹤0.01%
27
2395
$172 ﹤0.01%
10
2396
$170 ﹤0.01%
4
2397
$170 ﹤0.01%
+13
2398
$168 ﹤0.01%
1
2399
$168 ﹤0.01%
4
2400
$168 ﹤0.01%
13
94 95
96
97 98