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
2626
$82 ﹤0.01%
6
2627
$80 ﹤0.01%
3
-300
2628
$78 ﹤0.01%
2
2629
$78 ﹤0.01%
15
2630
$78 ﹤0.01%
8
2631
$77 ﹤0.01%
5
2632
$76 ﹤0.01%
8
2633
$76 ﹤0.01%
5
2634
$76 ﹤0.01%
3
-1,448
2635
$76 ﹤0.01%
+2
2636
$76 ﹤0.01%
15
2637
$75 ﹤0.01%
4
2638
$75 ﹤0.01%
4
2639
$75 ﹤0.01%
5
2640
$74 ﹤0.01%
4
2641
$74 ﹤0.01%
1
2642
$74 ﹤0.01%
4
2643
$74 ﹤0.01%
100
2644
$74 ﹤0.01%
+16
2645
$73 ﹤0.01%
6
2646
$73 ﹤0.01%
1
2647
$72 ﹤0.01%
2
2648
$72 ﹤0.01%
+1
2649
$71 ﹤0.01%
4
2650
$71 ﹤0.01%
3
104 105
106
107 108