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
1976
$1.21K ﹤0.01%
15
1977
$1.2K ﹤0.01%
66
1978
$1.2K ﹤0.01%
30
1979
$1.2K ﹤0.01%
56
1980
$1.19K ﹤0.01%
9
1981
$1.19K ﹤0.01%
+5
1982
$1.19K ﹤0.01%
41
1983
$1.19K ﹤0.01%
+43
1984
$1.18K ﹤0.01%
21
1985
$1.18K ﹤0.01%
42
1986
$1.18K ﹤0.01%
10
+2
1987
$1.18K ﹤0.01%
85
+13
1988
$1.17K ﹤0.01%
8
+5
1989
$1.17K ﹤0.01%
19
-1
1990
$1.17K ﹤0.01%
7
-3
1991
$1.17K ﹤0.01%
15
-132
1992
$1.17K ﹤0.01%
53
-161
1993
$1.16K ﹤0.01%
8
1994
$1.16K ﹤0.01%
500
1995
$1.16K ﹤0.01%
+50
1996
$1.16K ﹤0.01%
5
1997
$1.15K ﹤0.01%
+10
1998
$1.14K ﹤0.01%
25
1999
$1.14K ﹤0.01%
21
2000
$1.14K ﹤0.01%
7
+3
78 79
80
81 82