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
876
$53.8K ﹤0.01%
1,172
877
$53.7K ﹤0.01%
4,501
878
$53.2K ﹤0.01%
693
879
$52.8K ﹤0.01%
1,536
880
$52.7K ﹤0.01%
2,700
+666
881
$52.6K ﹤0.01%
1,266
+356
882
$52.6K ﹤0.01%
1,502
-3,970
883
$52.1K ﹤0.01%
941
+659
884
$52K ﹤0.01%
3,750
885
$52K ﹤0.01%
41
886
$51.9K ﹤0.01%
1,633
+295
887
$51.9K ﹤0.01%
1,115
888
$51.9K ﹤0.01%
160
+10
889
$51.8K ﹤0.01%
292
+183
890
$51.7K ﹤0.01%
1,644
891
$51.3K ﹤0.01%
265
-1,153
892
$51K ﹤0.01%
408
893
$50.7K ﹤0.01%
920
-20
894
$50.4K ﹤0.01%
604
+506
895
$50.4K ﹤0.01%
5,957
-918
896
$50.1K ﹤0.01%
209
-9
897
$50.1K ﹤0.01%
364
-6
898
$49.9K ﹤0.01%
2,095
+2,062
899
$49.9K ﹤0.01%
166
-334
900
$49.8K ﹤0.01%
241
+51
34 35
36
37 38