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
126
$2.86M 0.15%
13,467
+1,777
127
$2.86M 0.15%
201,678
+24,787
128
$2.85M 0.15%
119,068
+9,854
129
$2.82M 0.15%
5,412
+523
130
$2.8M 0.14%
53,748
+7,658
131
$2.77M 0.14%
27,978
+4,319
132
$2.76M 0.14%
116,544
+11,112
133
$2.74M 0.14%
18,972
-1,226
134
$2.71M 0.14%
56,052
+13,265
135
$2.71M 0.14%
52,332
+43,492
136
$2.68M 0.14%
123,416
+21,650
137
$2.63M 0.14%
94,360
-1,668
138
$2.56M 0.13%
96,666
+7,377
139
$2.53M 0.13%
15,100
+84
140
$2.5M 0.13%
91,447
+13,306
141
$2.46M 0.13%
40,175
+2,146
142
$2.45M 0.13%
242,946
+26,395
143
$2.44M 0.13%
111,421
+19,604
144
$2.43M 0.13%
22,360
-4,494
145
$2.37M 0.12%
29,635
+4,960
146
$2.36M 0.12%
22,124
-2,756
147
$2.35M 0.12%
79,626
-149
148
$2.35M 0.12%
53,424
+43,042
149
$2.32M 0.12%
6,457
+747
150
$2.32M 0.12%
12,187
-126
4 5
6
7 8