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
2151
$580 ﹤0.01%
6
+1
2152
$579 ﹤0.01%
15
-2
2153
$578 ﹤0.01%
52
2154
$577 ﹤0.01%
29
2155
$576 ﹤0.01%
17
-851
2156
$572 ﹤0.01%
4
-35
2157
$571 ﹤0.01%
16
+11
2158
$568 ﹤0.01%
5
2159
$567 ﹤0.01%
11
2160
$562 ﹤0.01%
21
2161
$561 ﹤0.01%
+94
2162
$560 ﹤0.01%
+39
2163
$557 ﹤0.01%
+5
2164
$555 ﹤0.01%
12
+2
2165
$543 ﹤0.01%
31
2166
$542 ﹤0.01%
+8
2167
$539 ﹤0.01%
7
+3
2168
$539 ﹤0.01%
50
+1
2169
$533 ﹤0.01%
45
2170
$530 ﹤0.01%
250
2171
$529 ﹤0.01%
14
2172
$524 ﹤0.01%
11
2173
$524 ﹤0.01%
12
2174
$518 ﹤0.01%
37
+21
2175
$517 ﹤0.01%
3
85 86
87
88 89