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
2576
$107 ﹤0.01%
10
2577
$106 ﹤0.01%
10
2578
$105 ﹤0.01%
+5
2579
$104 ﹤0.01%
+2
2580
$104 ﹤0.01%
+1
2581
$103 ﹤0.01%
1
-1
2582
$103 ﹤0.01%
15
2583
$103 ﹤0.01%
156
2584
$103 ﹤0.01%
6
-572
2585
$102 ﹤0.01%
1
2586
$102 ﹤0.01%
2
2587
$101 ﹤0.01%
50
2588
$100 ﹤0.01%
+4
2589
$99 ﹤0.01%
5
2590
$98 ﹤0.01%
4
-731
2591
$98 ﹤0.01%
4
2592
$98 ﹤0.01%
6
2593
$97 ﹤0.01%
+4
2594
$97 ﹤0.01%
16
2595
$96 ﹤0.01%
1
2596
$96 ﹤0.01%
2
-192
2597
$96 ﹤0.01%
15
2598
$96 ﹤0.01%
9
-900
2599
$95 ﹤0.01%
3
2600
$95 ﹤0.01%
1
102 103
104
105 106