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
1051
$31.1K ﹤0.01%
1,220
1052
$31.1K ﹤0.01%
2,562
+2,548
1053
$30.8K ﹤0.01%
378
-148
1054
$30.8K ﹤0.01%
392
+1
1055
$30.8K ﹤0.01%
273
+200
1056
$30.7K ﹤0.01%
895
-242
1057
$30.6K ﹤0.01%
777
-12
1058
$30.6K ﹤0.01%
437
+2
1059
$30.4K ﹤0.01%
151
+42
1060
$30.4K ﹤0.01%
740
+216
1061
$30.3K ﹤0.01%
1,617
-1,502
1062
$30.2K ﹤0.01%
992
+2
1063
$30.2K ﹤0.01%
274
+1
1064
$30.2K ﹤0.01%
+950
1065
$30.2K ﹤0.01%
164
+20
1066
$30.2K ﹤0.01%
378
+27
1067
$30.1K ﹤0.01%
+10,000
1068
$30.1K ﹤0.01%
519
+8
1069
$30K ﹤0.01%
43
+27
1070
$29.7K ﹤0.01%
1,464
-315
1071
$29.7K ﹤0.01%
2,618
+500
1072
$29.6K ﹤0.01%
156
+52
1073
$29.4K ﹤0.01%
266
-52
1074
$29.4K ﹤0.01%
1,647
1075
$29.4K ﹤0.01%
570
-69
41 42
43
44 45