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
276
$815K 0.04%
40,638
+10,214
277
$802K 0.04%
19,919
+30
278
$799K 0.04%
8,617
-9,802
279
$792K 0.04%
2,706
+567
280
$786K 0.04%
20,940
+1,157
281
$785K 0.04%
7,363
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282
$762K 0.04%
3,238
283
$748K 0.04%
15,629
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284
$747K 0.04%
8,684
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285
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2,521
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286
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8,458
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287
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3,346
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288
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2,458
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289
$710K 0.04%
71,695
+6,761
290
$708K 0.04%
12,643
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291
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1,232
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292
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5,273
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293
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7,847
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294
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295
$678K 0.04%
14,477
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296
$673K 0.03%
25,480
+11,504
297
$666K 0.03%
9,467
+1,272
298
$662K 0.03%
1,244
-85
299
$661K 0.03%
2,845
+525
300
$655K 0.03%
3,806
+303
10 11
12
13 14