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
901
$49.6K ﹤0.01%
612
+572
902
$49.4K ﹤0.01%
689
-218
903
$49.2K ﹤0.01%
1,601
904
$49.1K ﹤0.01%
434
+86
905
$49.1K ﹤0.01%
2,351
-654
906
$48.9K ﹤0.01%
373
+76
907
$48.5K ﹤0.01%
236
-36
908
$48.4K ﹤0.01%
1,137
+288
909
$48.3K ﹤0.01%
388
+21
910
$48.2K ﹤0.01%
961
-198
911
$48K ﹤0.01%
720
+696
912
$47.9K ﹤0.01%
678
+422
913
$47.9K ﹤0.01%
2,706
+17
914
$47.7K ﹤0.01%
627
+28
915
$47.6K ﹤0.01%
723
-1,772
916
$47.5K ﹤0.01%
540
+116
917
$47.4K ﹤0.01%
454
+431
918
$47.3K ﹤0.01%
612
+242
919
$47.2K ﹤0.01%
1,310
+1,011
920
$46.7K ﹤0.01%
274
921
$46.5K ﹤0.01%
354
+58
922
$45.9K ﹤0.01%
1,352
-101
923
$45.9K ﹤0.01%
+941
924
$45.8K ﹤0.01%
2,200
925
$45.5K ﹤0.01%
660
+2
35 36
37
38 39