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
2401
$167 ﹤0.01%
13
2402
$166 ﹤0.01%
+1
2403
$165 ﹤0.01%
+2
2404
$165 ﹤0.01%
3
2405
$165 ﹤0.01%
+1
2406
$164 ﹤0.01%
1
2407
$164 ﹤0.01%
3
+1
2408
$163 ﹤0.01%
8
2409
$163 ﹤0.01%
5
2410
$162 ﹤0.01%
+3
2411
$162 ﹤0.01%
1
2412
$161 ﹤0.01%
26
2413
$161 ﹤0.01%
8
2414
$161 ﹤0.01%
5
2415
$160 ﹤0.01%
5
2416
$160 ﹤0.01%
4
2417
$159 ﹤0.01%
+1
2418
$159 ﹤0.01%
2
2419
$158 ﹤0.01%
3
2420
$158 ﹤0.01%
34
2421
$157 ﹤0.01%
5
2422
$157 ﹤0.01%
100
2423
$157 ﹤0.01%
+200
2424
$157 ﹤0.01%
+5
2425
$156 ﹤0.01%
5
95 96
97
98 99