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
726
$100K 0.01%
1,115
-1,992
727
$100K 0.01%
2,000
728
$99.5K 0.01%
1,000
729
$98.2K 0.01%
4,601
+47
730
$98.1K 0.01%
2,886
-1
731
$97.6K 0.01%
4,167
732
$96.7K 0.01%
1,392
-2,460
733
$96.6K 0.01%
4,000
734
$95.6K ﹤0.01%
2,758
735
$95.6K ﹤0.01%
380
-3
736
$95.1K ﹤0.01%
3,024
-470
737
$95K ﹤0.01%
2,270
+71
738
$95K ﹤0.01%
3,250
+340
739
$94.7K ﹤0.01%
448
-73
740
$94.5K ﹤0.01%
2,836
-993
741
$93.3K ﹤0.01%
976
+952
742
$92.1K ﹤0.01%
9,867
+64
743
$90.8K ﹤0.01%
1,851
+8
744
$90.5K ﹤0.01%
96
-12
745
$90.4K ﹤0.01%
6,000
746
$90.3K ﹤0.01%
994
+199
747
$89.5K ﹤0.01%
1,539
-6,378
748
$89.5K ﹤0.01%
1,063
-297
749
$88.9K ﹤0.01%
26,059
750
$88.8K ﹤0.01%
+800
28 29
30
31 32