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
2676
$55 ﹤0.01%
2
2677
$55 ﹤0.01%
5
2678
$55 ﹤0.01%
2
2679
$55 ﹤0.01%
3
2680
$55 ﹤0.01%
3
2681
$54 ﹤0.01%
6
-1
2682
$54 ﹤0.01%
+3
2683
$53 ﹤0.01%
3
2684
$52 ﹤0.01%
2
2685
$52 ﹤0.01%
3
2686
$51 ﹤0.01%
1
2687
$51 ﹤0.01%
2
2688
$51 ﹤0.01%
5
-1,066
2689
$51 ﹤0.01%
38
-300
2690
$50 ﹤0.01%
5
2691
$50 ﹤0.01%
+1
2692
$49 ﹤0.01%
2
-499
2693
$48 ﹤0.01%
1
-4
2694
$48 ﹤0.01%
22
2695
$48 ﹤0.01%
1
2696
$47 ﹤0.01%
5
2697
$47 ﹤0.01%
6
2698
$47 ﹤0.01%
1
2699
$45 ﹤0.01%
15
2700
$44 ﹤0.01%
29
106 107
108
109 110