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
2201
$477 ﹤0.01%
4
-35
2202
$476 ﹤0.01%
15
2203
$474 ﹤0.01%
9
+5
2204
$472 ﹤0.01%
100
2205
$470 ﹤0.01%
52
2206
$469 ﹤0.01%
3
2207
$467 ﹤0.01%
13
+12
2208
$465 ﹤0.01%
25
2209
$464 ﹤0.01%
+120
2210
$464 ﹤0.01%
3
2211
$462 ﹤0.01%
+8
2212
$457 ﹤0.01%
6
2213
$456 ﹤0.01%
13
-100
2214
$455 ﹤0.01%
+49
2215
$454 ﹤0.01%
5
2216
$452 ﹤0.01%
8
2217
$451 ﹤0.01%
2
2218
$450 ﹤0.01%
13
-256
2219
$446 ﹤0.01%
10
+3
2220
$443 ﹤0.01%
6
2221
$441 ﹤0.01%
2
2222
$440 ﹤0.01%
8
2223
$438 ﹤0.01%
13
-6
2224
$438 ﹤0.01%
16
+13
2225
$432 ﹤0.01%
7
+2
87 88
89
90 91