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
$1.93B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$25.7M
3
+$17.4M
4
PLTR icon
Palantir
PLTR
+$9.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M

Top Sells

1
+$8.38M
2
+$4.33M
3
+$3.95M
4
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.31M

Sector Composition

1 Technology 13.17%
2 Financials 4.23%
3 Healthcare 3.61%
4 Consumer Discretionary 3.48%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$169 ﹤0.01%
+12
2477
$168 ﹤0.01%
5
2478
$168 ﹤0.01%
5
2479
$167 ﹤0.01%
+2
2480
$167 ﹤0.01%
91
2481
$167 ﹤0.01%
12
2482
$167 ﹤0.01%
+2
2483
$166 ﹤0.01%
11
+9
2484
$165 ﹤0.01%
+16
2485
$165 ﹤0.01%
5
2486
$165 ﹤0.01%
5
2487
$165 ﹤0.01%
3
2488
$164 ﹤0.01%
3
2489
$162 ﹤0.01%
4
2490
$162 ﹤0.01%
5
2491
$161 ﹤0.01%
2
-1
2492
$161 ﹤0.01%
9
2493
$160 ﹤0.01%
27
2494
$157 ﹤0.01%
3
2495
$156 ﹤0.01%
24
2496
$156 ﹤0.01%
9
2497
$155 ﹤0.01%
114
2498
$155 ﹤0.01%
1
2499
$154 ﹤0.01%
8
-25
2500
$153 ﹤0.01%
4
98 99
100
101 102