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
2176
$516 ﹤0.01%
15
-146
2177
$514 ﹤0.01%
+30
2178
$513 ﹤0.01%
16
2179
$509 ﹤0.01%
3
2180
$508 ﹤0.01%
+12
2181
$508 ﹤0.01%
14
2182
$507 ﹤0.01%
15
-398
2183
$504 ﹤0.01%
15
+13
2184
$503 ﹤0.01%
+12
2185
$503 ﹤0.01%
18
-61
2186
$500 ﹤0.01%
20
2187
$499 ﹤0.01%
7
-252
2188
$497 ﹤0.01%
9
+3
2189
$495 ﹤0.01%
84
2190
$495 ﹤0.01%
+21
2191
$489 ﹤0.01%
7
2192
$489 ﹤0.01%
51
+17
2193
$488 ﹤0.01%
8
2194
$488 ﹤0.01%
14
2195
$486 ﹤0.01%
5
2196
$485 ﹤0.01%
41
+13
2197
$484 ﹤0.01%
20
2198
$483 ﹤0.01%
13
2199
$482 ﹤0.01%
22
2200
$478 ﹤0.01%
9
86 87
88
89 90