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
751
$87.5K ﹤0.01%
2,500
752
$86.3K ﹤0.01%
2,374
+10
753
$86.2K ﹤0.01%
2,465
+430
754
$86.1K ﹤0.01%
1,530
755
$86K ﹤0.01%
864
+518
756
$85.9K ﹤0.01%
1,500
757
$85.4K ﹤0.01%
3,345
+2,383
758
$84.3K ﹤0.01%
980
+303
759
$84K ﹤0.01%
910
+291
760
$83.6K ﹤0.01%
3,374
761
$82.2K ﹤0.01%
1,296
-1,398
762
$82K ﹤0.01%
4,203
763
$80.7K ﹤0.01%
4,068
+1,768
764
$80.6K ﹤0.01%
1,707
+1,633
765
$80.2K ﹤0.01%
636
766
$80.2K ﹤0.01%
9,864
+2,574
767
$79.9K ﹤0.01%
1,841
+358
768
$79.6K ﹤0.01%
4,864
+619
769
$79.5K ﹤0.01%
459
+73
770
$78.6K ﹤0.01%
843
+15
771
$78.6K ﹤0.01%
3,102
772
$78.6K ﹤0.01%
2,476
+98
773
$78.4K ﹤0.01%
1,478
+48
774
$78.1K ﹤0.01%
766
+11
775
$77.5K ﹤0.01%
1,526
+2
29 30
31
32 33