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
476
$298K 0.02%
1,442
+14
477
$298K 0.02%
3,733
-143
478
$298K 0.02%
3,807
+665
479
$296K 0.02%
4,889
-209
480
$296K 0.02%
616
-1
481
$295K 0.02%
5,908
+348
482
$295K 0.02%
5,534
+396
483
$293K 0.02%
6,917
+1,560
484
$293K 0.02%
1,550
+267
485
$292K 0.02%
3,389
+347
486
$289K 0.01%
4,107
+22
487
$287K 0.01%
1,284
-93
488
$285K 0.01%
6,520
-27
489
$285K 0.01%
5,657
-31
490
$283K 0.01%
4,224
+21
491
$281K 0.01%
11,345
-854
492
$280K 0.01%
1,959
+32
493
$279K 0.01%
1,644
+15
494
$277K 0.01%
2,590
+125
495
$271K 0.01%
1,039
+18
496
$270K 0.01%
16,216
+472
497
$266K 0.01%
14,192
-4,428
498
$266K 0.01%
12,040
+5,920
499
$264K 0.01%
2,257
-555
500
$262K 0.01%
496
+14
18 19
20
21 22