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
701
$113K 0.01%
961
+960
702
$113K 0.01%
10,000
703
$112K 0.01%
3,021
704
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705
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$111K 0.01%
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2,777
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2,052
+1
709
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710
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1,112
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1,414
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4,398
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716
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719
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2,926
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721
$102K 0.01%
1,254
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722
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1,014
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723
$101K 0.01%
475
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724
$101K 0.01%
1,686
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725
$101K 0.01%
717
+104
27 28
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