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
401
$404K 0.02%
8,531
-47
402
$404K 0.02%
5,033
+732
403
$402K 0.02%
1,585
-295
404
$400K 0.02%
5,227
+2,993
405
$398K 0.02%
3,769
+362
406
$398K 0.02%
3,183
+2,593
407
$398K 0.02%
13,689
+5,031
408
$394K 0.02%
3,882
-4,363
409
$393K 0.02%
6,917
-917
410
$391K 0.02%
6,392
+2,680
411
$390K 0.02%
4,209
+484
412
$390K 0.02%
9,015
+3,823
413
$388K 0.02%
1,726
-174
414
$387K 0.02%
9,250
+155
415
$386K 0.02%
13,318
-698
416
$380K 0.02%
801
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417
$380K 0.02%
7,990
+710
418
$378K 0.02%
9,036
+2,615
419
$376K 0.02%
1,810
+903
420
$375K 0.02%
1,143
+119
421
$375K 0.02%
2,687
+35
422
$373K 0.02%
305
+19
423
$372K 0.02%
2,402
424
$371K 0.02%
1,880
-155
425
$371K 0.02%
763
+133
15 16
17
18 19