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
951
$42.1K ﹤0.01%
630
-63
952
$42K ﹤0.01%
4,000
953
$42K ﹤0.01%
345
-16
954
$41.7K ﹤0.01%
1,260
+5
955
$41.6K ﹤0.01%
720
+422
956
$41.1K ﹤0.01%
632
+25
957
$41K ﹤0.01%
1,264
+579
958
$41K ﹤0.01%
2,208
+90
959
$41K ﹤0.01%
564
-292
960
$40.9K ﹤0.01%
4,356
+4,000
961
$40.6K ﹤0.01%
+2,214
962
$40.4K ﹤0.01%
756
+250
963
$40.4K ﹤0.01%
800
964
$40.1K ﹤0.01%
656
+146
965
$40.1K ﹤0.01%
1,571
-230
966
$40.1K ﹤0.01%
531
967
$39.5K ﹤0.01%
1,486
+151
968
$39.4K ﹤0.01%
1,370
+556
969
$39.4K ﹤0.01%
211
-876
970
$39.2K ﹤0.01%
2,143
+549
971
$39.1K ﹤0.01%
+181
972
$39K ﹤0.01%
1,060
+1,056
973
$38.9K ﹤0.01%
173
+9
974
$38.7K ﹤0.01%
1,220
+995
975
$38.6K ﹤0.01%
800
37 38
39
40 41