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
776
$77.4K ﹤0.01%
1,284
-634
777
$77K ﹤0.01%
317
-9
778
$76.9K ﹤0.01%
969
+1
779
$76.7K ﹤0.01%
1,141
-841
780
$76.3K ﹤0.01%
1,008
+14
781
$75.5K ﹤0.01%
642
782
$75.4K ﹤0.01%
266
-137
783
$74.7K ﹤0.01%
1,092
+40
784
$74.2K ﹤0.01%
3,918
785
$73.2K ﹤0.01%
1,242
-384
786
$73.1K ﹤0.01%
37,700
787
$73.1K ﹤0.01%
490
-789
788
$72.9K ﹤0.01%
923
+185
789
$72.7K ﹤0.01%
3,188
+1
790
$72K ﹤0.01%
613
+453
791
$72K ﹤0.01%
384
+19
792
$72K ﹤0.01%
2,110
+273
793
$71.5K ﹤0.01%
2,621
+551
794
$71.2K ﹤0.01%
3,400
+50
795
$71.1K ﹤0.01%
3,000
796
$70.8K ﹤0.01%
245
797
$69.8K ﹤0.01%
10,575
798
$69.6K ﹤0.01%
215
-255
799
$69.2K ﹤0.01%
593
-206
800
$69.1K ﹤0.01%
2,937
+4
30 31
32
33 34