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
851
$58.5K ﹤0.01%
701
+175
852
$58.5K ﹤0.01%
543
+517
853
$58.5K ﹤0.01%
2,005
+221
854
$58.4K ﹤0.01%
1,721
+212
855
$58.1K ﹤0.01%
3,647
+2,341
856
$57.8K ﹤0.01%
2,270
+1,980
857
$57.7K ﹤0.01%
81
+31
858
$57.4K ﹤0.01%
465
+1
859
$57.3K ﹤0.01%
121
+54
860
$57.1K ﹤0.01%
82
+41
861
$57K ﹤0.01%
548
+154
862
$57K ﹤0.01%
1,436
863
$56.9K ﹤0.01%
231
864
$56.8K ﹤0.01%
224
+101
865
$56.6K ﹤0.01%
336
-852
866
$56.4K ﹤0.01%
+626
867
$56.4K ﹤0.01%
8,268
868
$56.2K ﹤0.01%
2,600
869
$56.2K ﹤0.01%
1,426
+675
870
$55.6K ﹤0.01%
1,500
871
$55.6K ﹤0.01%
2,809
+2,721
872
$55K ﹤0.01%
1,151
-49
873
$55K ﹤0.01%
2,500
874
$54.2K ﹤0.01%
432
-524
875
$53.8K ﹤0.01%
688
33 34
35
36 37