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
2601
$95 ﹤0.01%
+4
2602
$95 ﹤0.01%
3
2603
$94 ﹤0.01%
100
2604
$94 ﹤0.01%
5
2605
$93 ﹤0.01%
+10
2606
$91 ﹤0.01%
6
2607
$91 ﹤0.01%
1
2608
$90 ﹤0.01%
10
2609
$90 ﹤0.01%
2
2610
$89 ﹤0.01%
2
2611
$89 ﹤0.01%
6
2612
$89 ﹤0.01%
+1
2613
$87 ﹤0.01%
4
2614
$86 ﹤0.01%
2
-24
2615
$86 ﹤0.01%
14
2616
$86 ﹤0.01%
1
2617
$85 ﹤0.01%
2
2618
$85 ﹤0.01%
2
2619
$84 ﹤0.01%
20
-860
2620
$84 ﹤0.01%
2
2621
$84 ﹤0.01%
20
2622
$83 ﹤0.01%
12
2623
$83 ﹤0.01%
42
-16
2624
$82 ﹤0.01%
2
2625
$82 ﹤0.01%
1
103 104
105
106 107