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
2326
$297 ﹤0.01%
3
2327
$296 ﹤0.01%
4
2328
$296 ﹤0.01%
25
2329
$295 ﹤0.01%
10
2330
$294 ﹤0.01%
2
2331
$294 ﹤0.01%
8
2332
$293 ﹤0.01%
4
2333
$291 ﹤0.01%
22
2334
$289 ﹤0.01%
+25
2335
$288 ﹤0.01%
4
2336
$287 ﹤0.01%
3
2337
$287 ﹤0.01%
+6
2338
$286 ﹤0.01%
+4
2339
$285 ﹤0.01%
6
2340
$284 ﹤0.01%
6
2341
$283 ﹤0.01%
5
2342
$282 ﹤0.01%
13
+10
2343
$280 ﹤0.01%
3
2344
$278 ﹤0.01%
3
2345
$278 ﹤0.01%
+8
2346
$274 ﹤0.01%
2
-66
2347
$272 ﹤0.01%
10
2348
$271 ﹤0.01%
105
2349
$271 ﹤0.01%
35
2350
$270 ﹤0.01%
4
92 93
94
95 96