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
176
$1.92M 0.1%
19,787
+1,561
177
$1.89M 0.1%
174,762
+28,650
178
$1.88M 0.1%
15,586
+2,614
179
$1.87M 0.1%
47,111
+8,144
180
$1.87M 0.1%
5,675
+316
181
$1.85M 0.1%
16,349
+4,005
182
$1.84M 0.1%
31,110
+2,653
183
$1.84M 0.1%
16,522
+1,726
184
$1.82M 0.09%
52,682
+102
185
$1.74M 0.09%
13,619
+5,637
186
$1.71M 0.09%
26,608
+3,404
187
$1.71M 0.09%
177,074
+1,185
188
$1.7M 0.09%
60,385
+11,639
189
$1.66M 0.09%
26,419
-657
190
$1.65M 0.09%
18,508
-2,004
191
$1.63M 0.08%
+84,869
192
$1.63M 0.08%
8,691
+5,004
193
$1.63M 0.08%
9,445
+4,292
194
$1.62M 0.08%
32,447
+13,649
195
$1.61M 0.08%
4,430
+97
196
$1.58M 0.08%
30,993
+837
197
$1.57M 0.08%
29,504
+10,855
198
$1.55M 0.08%
13,357
+3,993
199
$1.54M 0.08%
61,591
+11,286
200
$1.52M 0.08%
32,006
+5,278
6 7
8
9 10