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
1076
$29.2K ﹤0.01%
671
-29
1077
$29.2K ﹤0.01%
584
1078
$29.2K ﹤0.01%
282
1079
$29.2K ﹤0.01%
506
+402
1080
$29K ﹤0.01%
555
+23
1081
$29K ﹤0.01%
303
-59
1082
$28.9K ﹤0.01%
855
-952
1083
$28.8K ﹤0.01%
1,047
+1,005
1084
$28.7K ﹤0.01%
120
+118
1085
$28.4K ﹤0.01%
289
+28
1086
$28.3K ﹤0.01%
+1,181
1087
$28.2K ﹤0.01%
1,646
-283
1088
$28.2K ﹤0.01%
4,413
-1,917
1089
$28.1K ﹤0.01%
1,750
1090
$28.1K ﹤0.01%
912
+4
1091
$27.7K ﹤0.01%
600
1092
$27.6K ﹤0.01%
323
+2
1093
$27.4K ﹤0.01%
543
-636
1094
$27.4K ﹤0.01%
266
1095
$27.3K ﹤0.01%
132
+28
1096
$27.2K ﹤0.01%
71
-26
1097
$27.1K ﹤0.01%
1,371
+754
1098
$27K ﹤0.01%
45
-62
1099
$27K ﹤0.01%
1,065
1100
$27K ﹤0.01%
461
+298
42 43
44
45 46