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
2701
$44 ﹤0.01%
4
2702
$44 ﹤0.01%
3
2703
$43 ﹤0.01%
1
-17
2704
$43 ﹤0.01%
2
2705
$42 ﹤0.01%
2
2706
$42 ﹤0.01%
5
2707
$42 ﹤0.01%
3
2708
$42 ﹤0.01%
+1
2709
$41 ﹤0.01%
1
2710
$40 ﹤0.01%
+3
2711
$40 ﹤0.01%
2
2712
$40 ﹤0.01%
3
2713
$40 ﹤0.01%
1
2714
$40 ﹤0.01%
1
-145
2715
$39 ﹤0.01%
1
2716
$39 ﹤0.01%
13
2717
$38 ﹤0.01%
2
2718
$36 ﹤0.01%
2
2719
$36 ﹤0.01%
10
2720
$35 ﹤0.01%
1
2721
$34 ﹤0.01%
+2
2722
$33 ﹤0.01%
1
2723
$32 ﹤0.01%
1
2724
$32 ﹤0.01%
3
-100
2725
$31 ﹤0.01%
4
107 108
109
110 111