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
1126
$25.6K ﹤0.01%
814
+12
1127
$25.5K ﹤0.01%
245
+1
1128
$25.4K ﹤0.01%
227
1129
$25.1K ﹤0.01%
91
+25
1130
$25.1K ﹤0.01%
1,072
+567
1131
$25K ﹤0.01%
134
-8
1132
$25K ﹤0.01%
581
+263
1133
$24.9K ﹤0.01%
1,984
-916
1134
$24.9K ﹤0.01%
163
+141
1135
$24.9K ﹤0.01%
1,061
+137
1136
$24.8K ﹤0.01%
1,361
-198
1137
$24.7K ﹤0.01%
2,040
1138
$24.6K ﹤0.01%
1,647
-5,198
1139
$24.5K ﹤0.01%
519
+6
1140
$24.4K ﹤0.01%
205
-173
1141
$24.3K ﹤0.01%
365
+26
1142
$24.2K ﹤0.01%
368
+190
1143
$24.1K ﹤0.01%
160
-70
1144
$24.1K ﹤0.01%
142
+38
1145
$24.1K ﹤0.01%
+5,000
1146
$24K ﹤0.01%
890
+884
1147
$24K ﹤0.01%
297
-31
1148
$23.9K ﹤0.01%
1,529
1149
$23.8K ﹤0.01%
2,000
1150
$23.8K ﹤0.01%
2,000
+1,986
44 45
46
47 48