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
2301
$320 ﹤0.01%
4
-11
2302
$320 ﹤0.01%
+12
2303
$318 ﹤0.01%
7
-254
2304
$318 ﹤0.01%
6
+3
2305
$317 ﹤0.01%
13
2306
$316 ﹤0.01%
4
2307
$314 ﹤0.01%
+28
2308
$314 ﹤0.01%
38
2309
$313 ﹤0.01%
24
-322
2310
$311 ﹤0.01%
1
-48
2311
$311 ﹤0.01%
3
2312
$310 ﹤0.01%
10
2313
$310 ﹤0.01%
244
2314
$310 ﹤0.01%
2
2315
$309 ﹤0.01%
6
2316
$309 ﹤0.01%
5
2317
$308 ﹤0.01%
+11
2318
$306 ﹤0.01%
5
2319
$303 ﹤0.01%
11
2320
$300 ﹤0.01%
+36
2321
$300 ﹤0.01%
+15
2322
$299 ﹤0.01%
11
2323
$298 ﹤0.01%
28
+13
2324
$298 ﹤0.01%
2
2325
$297 ﹤0.01%
3
91 92
93
94 95