LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$44.1M
2
+$24.2M
3
+$17.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.59M
5
PLTR icon
Palantir
PLTR
+$7.43M

Top Sells

1
+$8.61M
2
+$4.34M
3
+$3.91M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.5M
5
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M

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
$205K 0.01%
804
+184
556
$205K 0.01%
+12,101
557
$202K 0.01%
5,892
+1,152
558
$200K 0.01%
1,001
559
$200K 0.01%
3,230
+249
560
$200K 0.01%
5,200
561
$199K 0.01%
537
+34
562
$198K 0.01%
2,995
-130
563
$197K 0.01%
2,716
+198
564
$196K 0.01%
486
+69
565
$196K 0.01%
8,732
-351
566
$195K 0.01%
3,226
+149
567
$195K 0.01%
6,969
+1,139
568
$193K 0.01%
3,366
+428
569
$193K 0.01%
1,413
+12
570
$192K 0.01%
3,988
+2,000
571
$191K 0.01%
9,789
-669
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
24 25