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
976
$38.3K ﹤0.01%
775
977
$38.1K ﹤0.01%
+705
978
$37.8K ﹤0.01%
139
-10
979
$37.8K ﹤0.01%
+1,020
980
$37.7K ﹤0.01%
+1,013
981
$37.6K ﹤0.01%
2,000
982
$37.5K ﹤0.01%
251
-659
983
$37.5K ﹤0.01%
970
984
$37.3K ﹤0.01%
842
+23
985
$37.3K ﹤0.01%
1,800
+940
986
$37.3K ﹤0.01%
362
-40
987
$37.2K ﹤0.01%
318
+224
988
$37K ﹤0.01%
1,723
+623
989
$37K ﹤0.01%
1,213
+4
990
$36.9K ﹤0.01%
475
+137
991
$36.9K ﹤0.01%
+1,026
992
$36.8K ﹤0.01%
278
+116
993
$36.8K ﹤0.01%
640
+74
994
$36.7K ﹤0.01%
2,561
-348
995
$36.5K ﹤0.01%
539
996
$36.3K ﹤0.01%
848
+9
997
$36.3K ﹤0.01%
1,002
-7
998
$36.3K ﹤0.01%
21
-2
999
$36.1K ﹤0.01%
197
-30
1000
$36.1K ﹤0.01%
3,432
+2,198
38 39
40
41 42