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
101
$3.5M 0.18%
41,446
+3,383
102
$3.44M 0.18%
36,072
+2,383
103
$3.38M 0.17%
33,707
+3,658
104
$3.38M 0.17%
59,971
+19,679
105
$3.37M 0.17%
8,660
+824
106
$3.36M 0.17%
233,588
+17,824
107
$3.32M 0.17%
15,039
+406
108
$3.32M 0.17%
43,882
-2,071
109
$3.25M 0.17%
22,434
+6,055
110
$3.24M 0.17%
173,016
-231,242
111
$3.2M 0.17%
44,304
-6,326
112
$3.19M 0.17%
32,102
+3,521
113
$3.16M 0.16%
35,981
-8,375
114
$3.16M 0.16%
9,509
+788
115
$3.12M 0.16%
53,237
+8,269
116
$3.07M 0.16%
188,407
+20,321
117
$3.06M 0.16%
12,387
+1,042
118
$3.05M 0.16%
33,776
-4,749
119
$3.01M 0.16%
23,319
-132
120
$3.01M 0.16%
18,769
+1,854
121
$3M 0.16%
116,054
+8,418
122
$2.96M 0.15%
11,507
+1,253
123
$2.94M 0.15%
16,597
+273
124
$2.9M 0.15%
17,716
+1,517
125
$2.89M 0.15%
14,986
+2,078
3 4
5
6 7