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
2651
$71 ﹤0.01%
+15
2652
$70 ﹤0.01%
3
2653
$70 ﹤0.01%
9
2654
$69 ﹤0.01%
14
2655
$68 ﹤0.01%
29
2656
$67 ﹤0.01%
12
2657
$67 ﹤0.01%
3
2658
$65 ﹤0.01%
5
2659
$64 ﹤0.01%
6
2660
$64 ﹤0.01%
2
2661
$63 ﹤0.01%
3
2662
$62 ﹤0.01%
9
2663
$61 ﹤0.01%
1
2664
$61 ﹤0.01%
4
2665
$60 ﹤0.01%
7
2666
$59 ﹤0.01%
10
2667
$59 ﹤0.01%
6
-75
2668
$59 ﹤0.01%
40
-250
2669
$58 ﹤0.01%
1
-195
2670
$58 ﹤0.01%
3
2671
$57 ﹤0.01%
2
-277
2672
$57 ﹤0.01%
+3
2673
$57 ﹤0.01%
+8
2674
$56 ﹤0.01%
17
2675
$56 ﹤0.01%
+6
105 106
107
108 109