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
651
$141K 0.01%
1,574
-339
652
$140K 0.01%
1,536
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653
$140K 0.01%
3,253
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654
$139K 0.01%
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655
$138K 0.01%
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656
$136K 0.01%
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1,455
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659
$134K 0.01%
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660
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661
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662
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663
$131K 0.01%
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$131K 0.01%
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665
$131K 0.01%
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$130K 0.01%
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9,000
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672
$127K 0.01%
605
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$127K 0.01%
1,246
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674
$127K 0.01%
3,329
+1,077
675
$126K 0.01%
2,295
+1,947
25 26
27
28 29