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
826
$64.2K ﹤0.01%
1,250
827
$64K ﹤0.01%
2,673
+21
828
$63.9K ﹤0.01%
1,386
+1,290
829
$63.8K ﹤0.01%
413
+74
830
$63.5K ﹤0.01%
4,293
-93
831
$63K ﹤0.01%
1,000
832
$62.9K ﹤0.01%
2,550
+400
833
$62K ﹤0.01%
6,474
+43
834
$61.9K ﹤0.01%
148
+3
835
$61.8K ﹤0.01%
1,887
-8
836
$61.8K ﹤0.01%
565
+45
837
$61.7K ﹤0.01%
1,639
-2,037
838
$61.6K ﹤0.01%
1,304
-80
839
$61.5K ﹤0.01%
272
+150
840
$60.9K ﹤0.01%
5,008
-2,059
841
$60.5K ﹤0.01%
521
+101
842
$60.4K ﹤0.01%
1,052
-4,349
843
$60.2K ﹤0.01%
2,557
-262
844
$60.1K ﹤0.01%
358
+313
845
$59.8K ﹤0.01%
4,922
+3,422
846
$59.7K ﹤0.01%
2,141
+22
847
$59.6K ﹤0.01%
+2,528
848
$59.2K ﹤0.01%
+838
849
$58.9K ﹤0.01%
2,000
850
$58.7K ﹤0.01%
558
+1
32 33
34
35 36