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
2226
$432 ﹤0.01%
1
2227
$429 ﹤0.01%
+31
2228
$427 ﹤0.01%
6
2229
$427 ﹤0.01%
9
2230
$427 ﹤0.01%
4
2231
$426 ﹤0.01%
3
2232
$426 ﹤0.01%
2
2233
$426 ﹤0.01%
4
2234
$425 ﹤0.01%
62
+20
2235
$423 ﹤0.01%
333
2236
$422 ﹤0.01%
4
2237
$421 ﹤0.01%
1
2238
$420 ﹤0.01%
+26
2239
$419 ﹤0.01%
13
+8
2240
$418 ﹤0.01%
10
2241
$417 ﹤0.01%
11
2242
$414 ﹤0.01%
10
2243
$411 ﹤0.01%
27
2244
$409 ﹤0.01%
8
2245
$409 ﹤0.01%
335
2246
$407 ﹤0.01%
+63
2247
$405 ﹤0.01%
6
2248
$400 ﹤0.01%
24
2249
$398 ﹤0.01%
57
2250
$397 ﹤0.01%
30
88 89
90
91 92