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
2101
$735 ﹤0.01%
125
2102
$727 ﹤0.01%
75
-497
2103
$724 ﹤0.01%
+4
2104
$723 ﹤0.01%
250
2105
$716 ﹤0.01%
21
+15
2106
$710 ﹤0.01%
10
2107
$707 ﹤0.01%
17
2108
$702 ﹤0.01%
31
2109
$701 ﹤0.01%
27
+9
2110
$696 ﹤0.01%
7
+1
2111
$694 ﹤0.01%
29
+25
2112
$694 ﹤0.01%
36
2113
$694 ﹤0.01%
123
+72
2114
$688 ﹤0.01%
11
2115
$682 ﹤0.01%
2
-1
2116
$676 ﹤0.01%
25
2117
$675 ﹤0.01%
14
+8
2118
$671 ﹤0.01%
22
+11
2119
$670 ﹤0.01%
26
2120
$668 ﹤0.01%
6
+3
2121
$666 ﹤0.01%
10
+9
2122
$663 ﹤0.01%
21
2123
$658 ﹤0.01%
+24
2124
$657 ﹤0.01%
2
2125
$654 ﹤0.01%
10
83 84
85
86 87