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
2001
$1.14K ﹤0.01%
26
2002
$1.13K ﹤0.01%
11
+3
2003
$1.13K ﹤0.01%
42
-279
2004
$1.12K ﹤0.01%
+27
2005
$1.11K ﹤0.01%
24
2006
$1.11K ﹤0.01%
+32
2007
$1.11K ﹤0.01%
+21
2008
$1.11K ﹤0.01%
39
+36
2009
$1.11K ﹤0.01%
12
+11
2010
$1.11K ﹤0.01%
71
+66
2011
$1.11K ﹤0.01%
6
2012
$1.1K ﹤0.01%
+188
2013
$1.1K ﹤0.01%
98
+61
2014
$1.1K ﹤0.01%
30
+17
2015
$1.1K ﹤0.01%
+8
2016
$1.09K ﹤0.01%
59
+10
2017
$1.08K ﹤0.01%
7
2018
$1.08K ﹤0.01%
115
-170
2019
$1.08K ﹤0.01%
+21
2020
$1.07K ﹤0.01%
13
2021
$1.07K ﹤0.01%
+52
2022
$1.07K ﹤0.01%
3
2023
$1.07K ﹤0.01%
8
2024
$1.06K ﹤0.01%
+3
2025
$1.06K ﹤0.01%
8
+5
79 80
81
82 83