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
1101
$26.9K ﹤0.01%
525
1102
$26.8K ﹤0.01%
2,280
+25
1103
$26.8K ﹤0.01%
177
+107
1104
$26.7K ﹤0.01%
731
1105
$26.7K ﹤0.01%
514
1106
$26.6K ﹤0.01%
5,839
+5,588
1107
$26.4K ﹤0.01%
4,400
1108
$26.4K ﹤0.01%
123
+23
1109
$26.4K ﹤0.01%
+1,216
1110
$26.4K ﹤0.01%
6,265
1111
$26.4K ﹤0.01%
112
+73
1112
$26.2K ﹤0.01%
1,931
+300
1113
$26.2K ﹤0.01%
758
+37
1114
$26.2K ﹤0.01%
386
+265
1115
$26.2K ﹤0.01%
952
1116
$26.2K ﹤0.01%
56
+6
1117
$26K ﹤0.01%
811
+242
1118
$26K ﹤0.01%
494
+100
1119
$25.9K ﹤0.01%
45
+31
1120
$25.9K ﹤0.01%
305
1121
$25.9K ﹤0.01%
1,695
-3,570
1122
$25.9K ﹤0.01%
275
+268
1123
$25.8K ﹤0.01%
1,006
+4
1124
$25.7K ﹤0.01%
131
-300
1125
$25.6K ﹤0.01%
229
+25
43 44
45
46 47