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
2351
$269 ﹤0.01%
50
+32
2352
$269 ﹤0.01%
2
2353
$268 ﹤0.01%
+10
2354
$264 ﹤0.01%
6
2355
$263 ﹤0.01%
17
2356
$263 ﹤0.01%
2
2357
$262 ﹤0.01%
20
2358
$261 ﹤0.01%
12
2359
$261 ﹤0.01%
36
2360
$258 ﹤0.01%
6
2361
$256 ﹤0.01%
2
2362
$254 ﹤0.01%
+2
2363
$253 ﹤0.01%
4
2364
$253 ﹤0.01%
7
2365
$252 ﹤0.01%
7
2366
$251 ﹤0.01%
4
2367
$250 ﹤0.01%
1
2368
$249 ﹤0.01%
62
2369
$248 ﹤0.01%
11
2370
$248 ﹤0.01%
9
2371
$247 ﹤0.01%
15
2372
$247 ﹤0.01%
5
2373
$245 ﹤0.01%
4
2374
$243 ﹤0.01%
1
2375
$243 ﹤0.01%
5
93 94
95
96 97