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
451
$331K 0.02%
3,621
+11
452
$331K 0.02%
1,458
+199
453
$329K 0.02%
3,716
-1,088
454
$329K 0.02%
4,051
+13
455
$328K 0.02%
4,291
-5
456
$327K 0.02%
4,329
457
$327K 0.02%
7,065
+6,365
458
$325K 0.02%
1,688
+441
459
$325K 0.02%
8,550
+1,323
460
$324K 0.02%
3,831
+599
461
$323K 0.02%
459
-156
462
$322K 0.02%
6,759
+41
463
$322K 0.02%
664
-206
464
$319K 0.02%
12,129
+515
465
$314K 0.02%
16,148
-891
466
$313K 0.02%
3,470
-119
467
$309K 0.02%
2,793
+25
468
$309K 0.02%
1,251
-144
469
$308K 0.02%
4,111
+643
470
$306K 0.02%
3,940
+17
471
$306K 0.02%
3,234
+135
472
$305K 0.02%
1,901
+48
473
$305K 0.02%
3,298
+1,662
474
$304K 0.02%
1,976
+12
475
$299K 0.02%
3,020
-3
17 18
19
20 21