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
551
$218K 0.01%
725
+53
552
$212K 0.01%
1,300
-288
553
$207K 0.01%
6,533
554
$206K 0.01%
5,728
-3,086
555
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804
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556
$205K 0.01%
+12,101
557
$202K 0.01%
5,892
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558
$200K 0.01%
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559
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3,230
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560
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561
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537
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562
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563
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2,716
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564
$196K 0.01%
486
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$196K 0.01%
8,732
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$195K 0.01%
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$195K 0.01%
6,969
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$193K 0.01%
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569
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1,413
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571
$191K 0.01%
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572
$189K 0.01%
4,634
-231
573
$189K 0.01%
2,601
+18
574
$189K 0.01%
760
+229
575
$189K 0.01%
2,171
-4,632
21 22
23
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