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
2551
$121 ﹤0.01%
4
2552
$121 ﹤0.01%
7
2553
$118 ﹤0.01%
3
2554
$118 ﹤0.01%
1
2555
$118 ﹤0.01%
10
2556
$117 ﹤0.01%
7
2557
$117 ﹤0.01%
1
2558
$117 ﹤0.01%
16
2559
$117 ﹤0.01%
2
2560
$116 ﹤0.01%
1
2561
$116 ﹤0.01%
4
2562
$115 ﹤0.01%
9
2563
$115 ﹤0.01%
5
2564
$114 ﹤0.01%
4
+1
2565
$114 ﹤0.01%
1
2566
$114 ﹤0.01%
2
2567
$114 ﹤0.01%
5
2568
$113 ﹤0.01%
31
2569
$113 ﹤0.01%
9
2570
$112 ﹤0.01%
3
2571
$112 ﹤0.01%
8
2572
$112 ﹤0.01%
1
2573
$109 ﹤0.01%
2
2574
$108 ﹤0.01%
2
-170
2575
$107 ﹤0.01%
1
101 102
103
104 105