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
2126
$644 ﹤0.01%
+2
2127
$641 ﹤0.01%
9
-90
2128
$640 ﹤0.01%
8
2129
$640 ﹤0.01%
500
2130
$633 ﹤0.01%
+10
2131
$629 ﹤0.01%
148
2132
$629 ﹤0.01%
18
2133
$626 ﹤0.01%
+7
2134
$623 ﹤0.01%
12
2135
$623 ﹤0.01%
9
+6
2136
$619 ﹤0.01%
59
-22
2137
$616 ﹤0.01%
116
+54
2138
$614 ﹤0.01%
+22
2139
$611 ﹤0.01%
29
+21
2140
$607 ﹤0.01%
5
2141
$605 ﹤0.01%
12
+4
2142
$604 ﹤0.01%
62
2143
$600 ﹤0.01%
4
2144
$600 ﹤0.01%
2
2145
$599 ﹤0.01%
41
2146
$595 ﹤0.01%
10
2147
$592 ﹤0.01%
67
2148
$591 ﹤0.01%
3
2149
$589 ﹤0.01%
18
-348
2150
$588 ﹤0.01%
124
84 85
86
87 88