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
51
$8.59M 0.44%
106,099
+56,182
52
$8.44M 0.44%
170,748
+11,553
53
$8.23M 0.43%
33,994
+10,569
54
$8.17M 0.42%
8,917
+322
55
$7.84M 0.41%
105,929
+3,496
56
$7.77M 0.4%
333,668
+93,549
57
$7.53M 0.39%
250,622
-34,432
58
$7.4M 0.38%
30,883
+6,186
59
$7.16M 0.37%
159,308
-9,316
60
$6.96M 0.36%
17,222
+430
61
$6.88M 0.36%
112,167
-1,196
62
$6.59M 0.34%
13,020
+334
63
$6.57M 0.34%
242,987
+154,222
64
$6.53M 0.34%
124,972
+65,481
65
$6.48M 0.34%
106,682
-8,576
66
$6.07M 0.31%
105,499
+14,140
67
$6M 0.31%
22,203
+936
68
$6M 0.31%
91,795
+3,625
69
$5.66M 0.29%
223,043
-24,182
70
$5.59M 0.29%
103,377
+42,751
71
$5.53M 0.29%
82,852
-1,991
72
$5.48M 0.28%
22,794
-1,525
73
$5.37M 0.28%
17,005
-25
74
$5.36M 0.28%
9,104
-368
75
$5.27M 0.27%
40,610
+1,751
1 2
3
4 5