LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$44.1M
2
+$24.2M
3
+$17.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.59M
5
PLTR icon
Palantir
PLTR
+$7.43M

Top Sells

1
+$8.61M
2
+$4.34M
3
+$3.91M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.5M
5
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M

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
2376
$243 ﹤0.01%
4
-29
2377
$243 ﹤0.01%
13
2378
$242 ﹤0.01%
15
2379
$242 ﹤0.01%
9
2380
$242 ﹤0.01%
3
2381
$239 ﹤0.01%
11
2382
$239 ﹤0.01%
5
2383
$239 ﹤0.01%
5
2384
$236 ﹤0.01%
30
+15
2385
$236 ﹤0.01%
4
2386
$235 ﹤0.01%
+6
2387
$235 ﹤0.01%
2
2388
$234 ﹤0.01%
1
2389
$232 ﹤0.01%
7
2390
$231 ﹤0.01%
12
2391
$230 ﹤0.01%
13
-237
2392
$229 ﹤0.01%
293
2393
$229 ﹤0.01%
14
2394
$228 ﹤0.01%
+17
2395
$228 ﹤0.01%
7
2396
$227 ﹤0.01%
8
2397
$227 ﹤0.01%
40
2398
$227 ﹤0.01%
3
2399
$224 ﹤0.01%
9
2400
$224 ﹤0.01%
+28
94 95
96
97 98