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
601
$170K 0.01%
2,066
602
$170K 0.01%
4,428
+3,935
603
$168K 0.01%
2,532
+2,337
604
$168K 0.01%
2,806
-5
605
$167K 0.01%
1,843
+1,568
606
$166K 0.01%
7,679
-366
607
$166K 0.01%
13,096
+386
608
$166K 0.01%
1,291
-2
609
$165K 0.01%
4,414
+106
610
$165K 0.01%
7,690
-360
611
$164K 0.01%
2,408
+149
612
$164K 0.01%
424
-98
613
$164K 0.01%
9,073
-188
614
$164K 0.01%
2,128
+42
615
$163K 0.01%
+1,683
616
$163K 0.01%
6,033
+6,006
617
$163K 0.01%
1,007
-188
618
$161K 0.01%
1,895
+703
619
$161K 0.01%
2,661
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620
$160K 0.01%
1,200
+1,199
621
$160K 0.01%
2,144
+569
622
$160K 0.01%
433
-191
623
$159K 0.01%
3,000
624
$158K 0.01%
988
+4
625
$157K 0.01%
1,098
+258
23 24
25
26 27