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
2526
$142 ﹤0.01%
1
-14
2527
$142 ﹤0.01%
5
2528
$141 ﹤0.01%
+3
2529
$141 ﹤0.01%
2
2530
$141 ﹤0.01%
1
2531
$139 ﹤0.01%
19
2532
$138 ﹤0.01%
4
2533
$138 ﹤0.01%
2
2534
$136 ﹤0.01%
5
2535
$134 ﹤0.01%
3
2536
$134 ﹤0.01%
3
2537
$133 ﹤0.01%
6
2538
$132 ﹤0.01%
1
2539
$131 ﹤0.01%
+190
2540
$131 ﹤0.01%
13
2541
$131 ﹤0.01%
9
-400
2542
$129 ﹤0.01%
2
2543
$128 ﹤0.01%
6
2544
$127 ﹤0.01%
+7
2545
$127 ﹤0.01%
1
2546
$124 ﹤0.01%
+12
2547
$123 ﹤0.01%
4
2548
$123 ﹤0.01%
1
2549
$121 ﹤0.01%
13
-6
2550
$121 ﹤0.01%
3
100 101
102
103 104