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
1026
$34K ﹤0.01%
2,734
+433
1027
$33.9K ﹤0.01%
1,233
-100
1028
$33.8K ﹤0.01%
865
1029
$33.7K ﹤0.01%
509
1030
$33.6K ﹤0.01%
901
-106
1031
$33.4K ﹤0.01%
2,236
+1,734
1032
$33.3K ﹤0.01%
+332
1033
$33.2K ﹤0.01%
305
-96
1034
$32.9K ﹤0.01%
2,000
1035
$32.8K ﹤0.01%
321
+49
1036
$32.7K ﹤0.01%
900
+319
1037
$32.7K ﹤0.01%
248
-113
1038
$32.5K ﹤0.01%
675
+2
1039
$32.4K ﹤0.01%
2,675
+1,611
1040
$32.4K ﹤0.01%
1,800
-380
1041
$32.4K ﹤0.01%
1,284
+323
1042
$32.4K ﹤0.01%
384
+24
1043
$32.3K ﹤0.01%
874
-467
1044
$32.1K ﹤0.01%
262
1045
$32.1K ﹤0.01%
362
+140
1046
$31.9K ﹤0.01%
1,800
1047
$31.9K ﹤0.01%
901
+537
1048
$31.4K ﹤0.01%
1,222
+767
1049
$31.3K ﹤0.01%
1,021
+52
1050
$31.3K ﹤0.01%
505
+403
40 41
42
43 44