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
526
$235K 0.01%
824
+223
527
$234K 0.01%
+11,589
528
$232K 0.01%
4,611
+125
529
$232K 0.01%
8,982
+1,184
530
$232K 0.01%
7,390
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531
$232K 0.01%
1,753
+102
532
$231K 0.01%
5,000
533
$229K 0.01%
673
-392
534
$228K 0.01%
885
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535
$226K 0.01%
4,155
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536
$226K 0.01%
2,439
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537
$226K 0.01%
7,950
-4,702
538
$226K 0.01%
1,786
+20
539
$226K 0.01%
2,121
+1,315
540
$223K 0.01%
13,083
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541
$223K 0.01%
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542
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543
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1,236
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544
$222K 0.01%
3,329
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545
$220K 0.01%
14,217
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546
$220K 0.01%
6,742
-4,313
547
$219K 0.01%
1,619
-3,011
548
$218K 0.01%
1,063
-773
549
$218K 0.01%
3,419
-1,057
550
$218K 0.01%
6,172
+137
20 21
22
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