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
251
$967K 0.05%
4,878
-191
252
$963K 0.05%
42,273
+2,792
253
$950K 0.05%
3,274
-110
254
$932K 0.05%
1,628
+92
255
$927K 0.05%
12,896
+4,313
256
$927K 0.05%
35,767
+19,125
257
$925K 0.05%
3,351
+3,090
258
$921K 0.05%
29,373
-2,456
259
$921K 0.05%
3,272
-377
260
$913K 0.05%
16,096
+1,504
261
$912K 0.05%
2,272
+68
262
$910K 0.05%
28,527
+26,586
263
$901K 0.05%
35,232
+19,210
264
$901K 0.05%
16,707
-40
265
$895K 0.05%
12,479
+1,090
266
$866K 0.04%
3,212
267
$853K 0.04%
37,589
+4,940
268
$850K 0.04%
9,205
+1,370
269
$845K 0.04%
39,635
270
$839K 0.04%
10,194
+2,323
271
$835K 0.04%
5,009
+174
272
$832K 0.04%
19,876
+95
273
$825K 0.04%
16,618
+1,206
274
$817K 0.04%
1,991
+230
275
$816K 0.04%
3,481
-596
9 10
11
12 13