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
2076
$812 ﹤0.01%
+50
2077
$809 ﹤0.01%
6
2078
$807 ﹤0.01%
42
+20
2079
$807 ﹤0.01%
48
2080
$806 ﹤0.01%
31
-430
2081
$801 ﹤0.01%
10
+8
2082
$793 ﹤0.01%
17
2083
$788 ﹤0.01%
26
-1,493
2084
$787 ﹤0.01%
79
+15
2085
$777 ﹤0.01%
518
2086
$774 ﹤0.01%
8
2087
$773 ﹤0.01%
15
2088
$772 ﹤0.01%
17
+6
2089
$769 ﹤0.01%
10
2090
$767 ﹤0.01%
+18
2091
$762 ﹤0.01%
18
-18
2092
$760 ﹤0.01%
66
2093
$760 ﹤0.01%
7
2094
$756 ﹤0.01%
8
-1
2095
$748 ﹤0.01%
189
-999
2096
$745 ﹤0.01%
+29
2097
$744 ﹤0.01%
30
-43
2098
$742 ﹤0.01%
12
+2
2099
$740 ﹤0.01%
+3
2100
$739 ﹤0.01%
8
82 83
84
85 86