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
2251
$397 ﹤0.01%
145
2252
$394 ﹤0.01%
7
+1
2253
$393 ﹤0.01%
16
-1,794
2254
$392 ﹤0.01%
25
2255
$392 ﹤0.01%
9
2256
$392 ﹤0.01%
71
2257
$391 ﹤0.01%
6
2258
$390 ﹤0.01%
27
2259
$390 ﹤0.01%
10
+4
2260
$388 ﹤0.01%
+15
2261
$387 ﹤0.01%
10
+6
2262
$378 ﹤0.01%
100
2263
$376 ﹤0.01%
100
2264
$376 ﹤0.01%
4
2265
$374 ﹤0.01%
+24
2266
$374 ﹤0.01%
5
-192
2267
$372 ﹤0.01%
2
2268
$369 ﹤0.01%
5
-307
2269
$366 ﹤0.01%
125
2270
$365 ﹤0.01%
5
2271
$364 ﹤0.01%
13
2272
$363 ﹤0.01%
14
-12
2273
$362 ﹤0.01%
+1
2274
$361 ﹤0.01%
+4
2275
$360 ﹤0.01%
11
-45
89 90
91
92 93