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
301
$648K 0.03%
26,684
+13,676
302
$647K 0.03%
5,279
+162
303
$644K 0.03%
130
304
$631K 0.03%
15,719
+13,859
305
$626K 0.03%
4,668
-114
306
$626K 0.03%
6,763
+368
307
$615K 0.03%
3,725
+37
308
$612K 0.03%
5,536
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309
$607K 0.03%
14,599
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310
$604K 0.03%
13,085
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311
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6,066
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312
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19,683
-8,079
313
$596K 0.03%
4,437
+349
314
$595K 0.03%
2,577
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315
$585K 0.03%
5,133
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316
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317
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1,943
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319
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10,720
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320
$580K 0.03%
23,500
+1,298
321
$575K 0.03%
7,763
-997
322
$571K 0.03%
9,271
+1,304
323
$568K 0.03%
10,641
+1,809
324
$563K 0.03%
3,159
-344
325
$561K 0.03%
3,199
-723
11 12
13
14 15