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
2451
$184 ﹤0.01%
1
2452
$182 ﹤0.01%
3
2453
$182 ﹤0.01%
6
2454
$182 ﹤0.01%
2
2455
$182 ﹤0.01%
5
-8
2456
$181 ﹤0.01%
5
2457
$181 ﹤0.01%
50
2458
$178 ﹤0.01%
35
+30
2459
$178 ﹤0.01%
13
2460
$177 ﹤0.01%
15
2461
$177 ﹤0.01%
+2
2462
$176 ﹤0.01%
5
2463
$175 ﹤0.01%
6
2464
$174 ﹤0.01%
10
2465
$173 ﹤0.01%
2
2466
$173 ﹤0.01%
16
2467
$173 ﹤0.01%
+6
2468
$171 ﹤0.01%
1
2469
$171 ﹤0.01%
4
-2
2470
$170 ﹤0.01%
6
+3
2471
$170 ﹤0.01%
17
2472
$170 ﹤0.01%
7
2473
$170 ﹤0.01%
3
2474
$169 ﹤0.01%
10
2475
$169 ﹤0.01%
185
97 98
99
100 101