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
2051
$917 ﹤0.01%
110
-1
2052
$907 ﹤0.01%
15
-136
2053
$894 ﹤0.01%
33
-10
2054
$889 ﹤0.01%
63
-10
2055
$885 ﹤0.01%
1,099
2056
$884 ﹤0.01%
7
-1
2057
$873 ﹤0.01%
6
-69
2058
$870 ﹤0.01%
+22
2059
$865 ﹤0.01%
110
2060
$865 ﹤0.01%
12
-19
2061
$864 ﹤0.01%
9
2062
$863 ﹤0.01%
75
2063
$857 ﹤0.01%
30
2064
$856 ﹤0.01%
25
+23
2065
$854 ﹤0.01%
8
+7
2066
$851 ﹤0.01%
+135
2067
$842 ﹤0.01%
93
2068
$842 ﹤0.01%
24
+17
2069
$837 ﹤0.01%
4
-1
2070
$836 ﹤0.01%
19
2071
$835 ﹤0.01%
+116
2072
$830 ﹤0.01%
386
2073
$829 ﹤0.01%
+59
2074
$829 ﹤0.01%
128
2075
$823 ﹤0.01%
+66
81 82
83
84 85