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
926
$45.5K ﹤0.01%
504
+347
927
$45.3K ﹤0.01%
4,290
-708
928
$45.2K ﹤0.01%
246
-27
929
$45.2K ﹤0.01%
1,060
930
$44.8K ﹤0.01%
500
931
$44.8K ﹤0.01%
578
-97
932
$44.7K ﹤0.01%
3,795
933
$44.5K ﹤0.01%
3,300
934
$44.5K ﹤0.01%
+803
935
$44.4K ﹤0.01%
900
936
$44.3K ﹤0.01%
830
937
$44.3K ﹤0.01%
513
-14
938
$44.1K ﹤0.01%
1,439
+120
939
$43.7K ﹤0.01%
1,803
+20
940
$43.6K ﹤0.01%
84
-6
941
$43.5K ﹤0.01%
567
+7
942
$43.2K ﹤0.01%
14,400
943
$43.2K ﹤0.01%
425
+157
944
$43K ﹤0.01%
12,681
+3,986
945
$42.9K ﹤0.01%
327
+281
946
$42.9K ﹤0.01%
941
+4
947
$42.8K ﹤0.01%
1,943
+483
948
$42.7K ﹤0.01%
722
+291
949
$42.6K ﹤0.01%
830
+226
950
$42.2K ﹤0.01%
1,059
+5
36 37
38
39 40