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
2426
$156 ﹤0.01%
2
+1
2427
$155 ﹤0.01%
2
2428
$153 ﹤0.01%
14
2429
$153 ﹤0.01%
518
2430
$153 ﹤0.01%
8
2431
$153 ﹤0.01%
147
-71,343
2432
$152 ﹤0.01%
+100
2433
$152 ﹤0.01%
12
2434
$152 ﹤0.01%
+5
2435
$151 ﹤0.01%
15
2436
$151 ﹤0.01%
9
2437
$151 ﹤0.01%
4
2438
$149 ﹤0.01%
5
2439
$149 ﹤0.01%
+1
2440
$148 ﹤0.01%
5
+2
2441
$148 ﹤0.01%
4
2442
$148 ﹤0.01%
1
2443
$148 ﹤0.01%
3
2444
$147 ﹤0.01%
11
-124
2445
$146 ﹤0.01%
11
2446
$145 ﹤0.01%
2
2447
$143 ﹤0.01%
1
2448
$143 ﹤0.01%
50
2449
$141 ﹤0.01%
50
2450
$141 ﹤0.01%
4
96 97
98
99 100