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
76
$5.12M 0.26%
68,499
-17,202
77
$5.12M 0.26%
34,588
+1,316
78
$5.09M 0.26%
30,533
+3,301
79
$5.03M 0.26%
26,573
+2,977
80
$4.96M 0.26%
139,729
-855
81
$4.86M 0.25%
7,641
+277
82
$4.73M 0.24%
14,243
+637
83
$4.68M 0.24%
52,409
+4,599
84
$4.62M 0.24%
38,285
+2,065
85
$4.62M 0.24%
68,401
+56,864
86
$4.45M 0.23%
7,518
+466
87
$4.41M 0.23%
15,318
-172
88
$4.31M 0.22%
50,748
-609
89
$4.25M 0.22%
23,899
+5,087
90
$4.12M 0.21%
24,784
+2,166
91
$4.05M 0.21%
6,915
-2,173
92
$4M 0.21%
38,710
+3,528
93
$4M 0.21%
36,695
+2,538
94
$3.78M 0.2%
15,309
+1,408
95
$3.72M 0.19%
42,616
-940
96
$3.71M 0.19%
10,294
+492
97
$3.69M 0.19%
38,257
+4,637
98
$3.59M 0.19%
12,399
-2,260
99
$3.54M 0.18%
103,763
-10,915
100
$3.51M 0.18%
15,986
+1,209
2 3
4
5 6