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
801
$69.1K ﹤0.01%
1,267
-339
802
$69K ﹤0.01%
569
-11
803
$69K ﹤0.01%
2,683
804
$68.8K ﹤0.01%
479
-195
805
$68.8K ﹤0.01%
4,322
806
$68.1K ﹤0.01%
2,171
807
$68K ﹤0.01%
962
+266
808
$67.9K ﹤0.01%
5,897
+2,179
809
$67.9K ﹤0.01%
842
810
$67.9K ﹤0.01%
683
+119
811
$67.3K ﹤0.01%
980
-175
812
$67.2K ﹤0.01%
1,794
+1,045
813
$67.1K ﹤0.01%
650
-508
814
$67K ﹤0.01%
1,600
-1,003
815
$66.7K ﹤0.01%
11,528
816
$66.6K ﹤0.01%
2,705
+230
817
$66.6K ﹤0.01%
1,507
+16
818
$66.1K ﹤0.01%
520
-84
819
$66.1K ﹤0.01%
876
820
$65.8K ﹤0.01%
4,972
821
$65.5K ﹤0.01%
1,360
+54
822
$65.5K ﹤0.01%
2,650
823
$64.4K ﹤0.01%
945
-9
824
$64.4K ﹤0.01%
144
+47
825
$64.3K ﹤0.01%
947
+369
31 32
33
34 35