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
26
$14.2M 0.74%
61,344
-1,095
27
$14.1M 0.73%
276,049
+85,293
28
$13.7M 0.71%
30,166
+4,389
29
$13.2M 0.68%
529,191
-72,416
30
$12.7M 0.66%
115,525
+2,533
31
$12.5M 0.64%
21,282
+4,891
32
$12.3M 0.64%
189,244
-15,084
33
$12.3M 0.64%
443,600
-22,597
34
$11.9M 0.61%
15,355
+511
35
$11.6M 0.6%
224,337
-4,249
36
$11.4M 0.59%
464,498
-37,663
37
$11.3M 0.59%
69,779
-1,431
38
$11.1M 0.57%
487,070
-33,466
39
$11M 0.57%
141,540
-16,638
40
$10.9M 0.56%
167,464
-3,453
41
$10.6M 0.55%
45,790
+4,427
42
$10.6M 0.55%
261,158
-42,000
43
$10.5M 0.54%
138,353
+127,597
44
$10.4M 0.54%
54,405
+2,483
45
$10.3M 0.53%
102,862
+52,741
46
$10.2M 0.53%
170,753
+88,626
47
$9.7M 0.5%
216,240
+90,736
48
$9.31M 0.48%
230,708
+117,811
49
$9.18M 0.47%
128,579
-11,084
50
$9.07M 0.47%
214,212
+115,250
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