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
2426
$203 ﹤0.01%
147
2427
$202 ﹤0.01%
3
2428
$202 ﹤0.01%
2
2429
$200 ﹤0.01%
5
2430
$199 ﹤0.01%
+5
2431
$199 ﹤0.01%
22
2432
$199 ﹤0.01%
3
2433
$199 ﹤0.01%
1
2434
$198 ﹤0.01%
4
2435
$197 ﹤0.01%
15
2436
$195 ﹤0.01%
42
2437
$195 ﹤0.01%
12
2438
$195 ﹤0.01%
12
+1
2439
$194 ﹤0.01%
+6
2440
$194 ﹤0.01%
53
2441
$193 ﹤0.01%
3
2442
$192 ﹤0.01%
11
2443
$192 ﹤0.01%
+10
2444
$189 ﹤0.01%
100
2445
$188 ﹤0.01%
2
2446
$188 ﹤0.01%
18
2447
$187 ﹤0.01%
2
2448
$185 ﹤0.01%
3
2449
$185 ﹤0.01%
8
2450
$185 ﹤0.01%
6
96 97
98
99 100