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
626
$155K 0.01%
450
627
$153K 0.01%
7,408
-474
628
$152K 0.01%
1,994
-885
629
$151K 0.01%
1,887
+18
630
$151K 0.01%
1,823
631
$150K 0.01%
1,213
+172
632
$149K 0.01%
3,043
+169
633
$148K 0.01%
1,415
-1,315
634
$147K 0.01%
1,196
+9
635
$147K 0.01%
992
+1
636
$146K 0.01%
5,412
+4,155
637
$146K 0.01%
3,472
638
$146K 0.01%
2,536
+827
639
$145K 0.01%
1,206
+1,000
640
$145K 0.01%
2,294
+25
641
$145K 0.01%
2,679
+67
642
$144K 0.01%
2,728
+218
643
$144K 0.01%
2,322
+17
644
$144K 0.01%
456
+33
645
$144K 0.01%
1,592
-202
646
$144K 0.01%
2,657
+28
647
$143K 0.01%
11,720
648
$142K 0.01%
604
649
$142K 0.01%
3,970
+89
650
$141K 0.01%
1,189
+474
24 25
26
27 28