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
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
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$186K 0.01%
2,132
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581
$186K 0.01%
371
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582
$186K 0.01%
673
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583
$185K 0.01%
3,837
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584
$184K 0.01%
380
-18
585
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3,803
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586
$183K 0.01%
4,548
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587
$183K 0.01%
57
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588
$182K 0.01%
3,691
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589
$182K 0.01%
1,809
-474
590
$181K 0.01%
5,605
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591
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$179K 0.01%
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$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
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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