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
426
$367K 0.02%
582
+41
427
$365K 0.02%
5,554
-33
428
$365K 0.02%
1,736
+132
429
$365K 0.02%
1,797
-19
430
$364K 0.02%
7,246
+847
431
$364K 0.02%
1,609
+216
432
$362K 0.02%
2,047
+8
433
$362K 0.02%
2,770
+293
434
$359K 0.02%
13,119
+3,743
435
$359K 0.02%
5,723
-663
436
$354K 0.02%
2,810
-310
437
$353K 0.02%
7,202
+6,151
438
$352K 0.02%
8,416
+1,121
439
$352K 0.02%
2,444
+7
440
$352K 0.02%
3,949
+540
441
$352K 0.02%
7,763
-2,408
442
$351K 0.02%
19,089
443
$351K 0.02%
1,894
-160
444
$344K 0.02%
3,431
+490
445
$343K 0.02%
9,381
+122
446
$343K 0.02%
2,381
-63
447
$342K 0.02%
10,025
+6,373
448
$337K 0.02%
6,909
+4,258
449
$336K 0.02%
6,660
-120
450
$335K 0.02%
2,062
-350
16 17
18
19 20