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
376
$464K 0.02%
5,474
+972
377
$458K 0.02%
5,221
+226
378
$457K 0.02%
1,300
+186
379
$454K 0.02%
3,246
+158
380
$452K 0.02%
227
+1
381
$451K 0.02%
19,461
382
$448K 0.02%
11,068
-495
383
$446K 0.02%
5,080
+55
384
$444K 0.02%
2,327
-70
385
$443K 0.02%
2,425
-168
386
$442K 0.02%
63,548
-93,666
387
$441K 0.02%
+4,000
388
$440K 0.02%
10,247
-533
389
$438K 0.02%
3,778
+92
390
$437K 0.02%
18,945
-1,168
391
$436K 0.02%
4,722
+738
392
$431K 0.02%
2,416
+138
393
$430K 0.02%
15,335
+2,443
394
$427K 0.02%
2,030
-12
395
$427K 0.02%
1,017
+28
396
$423K 0.02%
1,922
+369
397
$418K 0.02%
4,563
+3,604
398
$416K 0.02%
1,820
+190
399
$406K 0.02%
+6,748
400
$405K 0.02%
8,185
14 15
16
17 18