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
351
$509K 0.03%
17,916
-767
352
$509K 0.03%
3,954
-10
353
$508K 0.03%
16,397
-586
354
$501K 0.03%
2,752
+1,056
355
$499K 0.03%
8,689
+1,283
356
$498K 0.03%
2,171
-582
357
$496K 0.03%
5,588
+2,318
358
$492K 0.03%
7,895
+3,512
359
$492K 0.03%
23,040
+4,210
360
$489K 0.03%
1,059
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361
$486K 0.03%
1,160
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362
$483K 0.03%
1,087
-14
363
$481K 0.02%
4,967
+160
364
$479K 0.02%
1,297
+123
365
$478K 0.02%
6,808
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366
$476K 0.02%
5,339
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367
$475K 0.02%
13,083
+1,080
368
$474K 0.02%
1,967
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369
$472K 0.02%
15,907
+7,731
370
$470K 0.02%
904
+102
371
$469K 0.02%
6,300
+19
372
$468K 0.02%
4,413
-1,010
373
$466K 0.02%
440
+30
374
$465K 0.02%
1,360
+88
375
$465K 0.02%
1,982
-3
13 14
15
16 17