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
676
$124K 0.01%
1,095
+256
677
$123K 0.01%
10,953
+10,727
678
$123K 0.01%
12,161
+1,983
679
$122K 0.01%
116
+78
680
$121K 0.01%
1,386
+9
681
$120K 0.01%
1,040
+4
682
$120K 0.01%
566
+118
683
$120K 0.01%
664
-2
684
$120K 0.01%
+3,036
685
$119K 0.01%
854
+144
686
$119K 0.01%
2,823
+309
687
$118K 0.01%
630
-28
688
$118K 0.01%
4,863
689
$118K 0.01%
3,170
-197
690
$118K 0.01%
1,160
-386
691
$117K 0.01%
1,395
-701
692
$117K 0.01%
5,064
+1,383
693
$117K 0.01%
2,926
694
$117K 0.01%
2,066
+717
695
$116K 0.01%
1,843
+27
696
$116K 0.01%
1,194
-35
697
$115K 0.01%
1,513
698
$115K 0.01%
2,274
+119
699
$114K 0.01%
5,489
700
$114K 0.01%
228
+11
26 27
28
29 30