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
201
$1.48M 0.08%
28,341
+512
202
$1.46M 0.08%
7,881
-289
203
$1.45M 0.08%
48,688
-7,654
204
$1.44M 0.07%
28,558
205
$1.43M 0.07%
10,862
+426
206
$1.41M 0.07%
29,512
+837
207
$1.4M 0.07%
7,152
+28
208
$1.39M 0.07%
34,841
+9,142
209
$1.38M 0.07%
58,301
+27,641
210
$1.38M 0.07%
2,423
+47
211
$1.33M 0.07%
4,601
-1,857
212
$1.32M 0.07%
22,226
+3,562
213
$1.3M 0.07%
38,540
+8,831
214
$1.29M 0.07%
17,045
+3,661
215
$1.29M 0.07%
16,664
-552
216
$1.28M 0.07%
9,465
+662
217
$1.25M 0.06%
3,749
-520
218
$1.23M 0.06%
9,938
+397
219
$1.22M 0.06%
1,969
-399
220
$1.18M 0.06%
2,240
+25
221
$1.15M 0.06%
22,082
+2,437
222
$1.15M 0.06%
34,267
+8,772
223
$1.14M 0.06%
9,513
+413
224
$1.14M 0.06%
61,359
+13,995
225
$1.13M 0.06%
23,364
-2,272
7 8
9
10 11