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
1001
$36K ﹤0.01%
5,000
1002
$35.9K ﹤0.01%
1,311
+2
1003
$35.9K ﹤0.01%
384
+2
1004
$35.7K ﹤0.01%
2,750
-9,390
1005
$35.6K ﹤0.01%
635
-52
1006
$35.3K ﹤0.01%
656
+48
1007
$35.2K ﹤0.01%
272
+1
1008
$35K ﹤0.01%
2,500
1009
$35K ﹤0.01%
783
-820
1010
$34.9K ﹤0.01%
1,519
-625
1011
$34.9K ﹤0.01%
75
+74
1012
$34.8K ﹤0.01%
736
-7,998
1013
$34.8K ﹤0.01%
459
1014
$34.7K ﹤0.01%
252
+6
1015
$34.7K ﹤0.01%
1,747
-10
1016
$34.6K ﹤0.01%
593
1017
$34.5K ﹤0.01%
300
1018
$34.5K ﹤0.01%
810
+374
1019
$34.4K ﹤0.01%
1,107
-2,577
1020
$34.3K ﹤0.01%
3,500
+2,433
1021
$34.3K ﹤0.01%
2,167
-196
1022
$34.2K ﹤0.01%
918
+125
1023
$34.1K ﹤0.01%
647
+509
1024
$34.1K ﹤0.01%
185
+31
1025
$34K ﹤0.01%
518
+228
39 40
41
42 43