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
2401
$223 ﹤0.01%
5
2402
$223 ﹤0.01%
4
2403
$219 ﹤0.01%
2
2404
$219 ﹤0.01%
5
2405
$218 ﹤0.01%
8
2406
$216 ﹤0.01%
6
2407
$216 ﹤0.01%
50
2408
$215 ﹤0.01%
2
2409
$215 ﹤0.01%
6
2410
$214 ﹤0.01%
2
2411
$214 ﹤0.01%
1
2412
$213 ﹤0.01%
+15
2413
$212 ﹤0.01%
7
2414
$212 ﹤0.01%
+12
2415
$212 ﹤0.01%
5
2416
$212 ﹤0.01%
6
2417
$210 ﹤0.01%
167
2418
$210 ﹤0.01%
3
2419
$209 ﹤0.01%
8
2420
$209 ﹤0.01%
8
-596
2421
$205 ﹤0.01%
3
2422
$205 ﹤0.01%
55
2423
$205 ﹤0.01%
26
2424
$204 ﹤0.01%
5
2425
$204 ﹤0.01%
3
95 96
97
98 99