LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$44.1M
2
+$24.2M
3
+$17.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.59M
5
PLTR icon
Palantir
PLTR
+$7.43M

Top Sells

1
+$8.61M
2
+$4.34M
3
+$3.91M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.5M
5
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M

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
2726
$30 ﹤0.01%
5
2727
$28 ﹤0.01%
3
2728
$26 ﹤0.01%
1
2729
$24 ﹤0.01%
1
2730
$23 ﹤0.01%
+1
2731
$23 ﹤0.01%
3
2732
$22 ﹤0.01%
1
2733
$22 ﹤0.01%
3
2734
$21 ﹤0.01%
12
2735
– –
0
2736
$20 ﹤0.01%
1
2737
$20 ﹤0.01%
4
2738
$17 ﹤0.01%
1
2739
$15 ﹤0.01%
1
2740
$14 ﹤0.01%
3
2741
$14 ﹤0.01%
1
2742
$13 ﹤0.01%
2
2743
$13 ﹤0.01%
2
2744
$9 ﹤0.01%
86
2745
$8 ﹤0.01%
1
2746
$8 ﹤0.01%
1
2747
$5 ﹤0.01%
1
2748
$5 ﹤0.01%
1
2749
$5 ﹤0.01%
4
2750
$3 ﹤0.01%
1
108 109
110
111 112