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
576
$188K 0.01%
21,497
-3,446
577
$188K 0.01%
896
+91
578
$187K 0.01%
2,016
+350
579
$186K 0.01%
707
+2
580
$186K 0.01%
2,132
+219
581
$186K 0.01%
371
-20
582
$186K 0.01%
673
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583
$185K 0.01%
3,837
-1,800
584
$184K 0.01%
380
-18
585
$184K 0.01%
3,803
+1,948
586
$183K 0.01%
4,548
-1,242
587
$183K 0.01%
57
+4
588
$182K 0.01%
3,691
+410
589
$182K 0.01%
1,809
-474
590
$181K 0.01%
5,605
-352
591
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4,854
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592
$179K 0.01%
4,531
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593
$179K 0.01%
9,139
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594
$178K 0.01%
4,958
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595
$177K 0.01%
980
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596
$176K 0.01%
3,151
-8
597
$175K 0.01%
8,317
+6,289
598
$174K 0.01%
1,872
599
$174K 0.01%
686
-344
600
$172K 0.01%
1,311
+13
22 23
24
25 26