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
501
$261K 0.01%
557
+97
502
$261K 0.01%
1,719
-2
503
$259K 0.01%
13,281
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504
$256K 0.01%
1,562
-289
505
$254K 0.01%
1,249
506
$254K 0.01%
4,350
-1,906
507
$253K 0.01%
5,199
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508
$253K 0.01%
3,415
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509
$252K 0.01%
12,518
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510
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609
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511
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512
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5,255
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513
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1,987
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514
$250K 0.01%
9,966
-19,518
515
$248K 0.01%
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516
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517
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518
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4,284
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519
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3,513
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520
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2,004
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521
$241K 0.01%
9,039
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522
$241K 0.01%
5,915
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523
$237K 0.01%
643
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524
$237K 0.01%
1,327
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525
$237K 0.01%
12,912
-729
19 20
21
22 23