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
1151
$23.7K ﹤0.01%
405
-24
1152
$23.6K ﹤0.01%
2,044
+8
1153
$23.6K ﹤0.01%
731
-144
1154
$23.6K ﹤0.01%
182
+95
1155
$23.5K ﹤0.01%
390
-625
1156
$23.2K ﹤0.01%
961
+661
1157
$23.1K ﹤0.01%
136
+19
1158
$23.1K ﹤0.01%
12,849
1159
$23.1K ﹤0.01%
79
1160
$23K ﹤0.01%
989
-127
1161
$23K ﹤0.01%
+679
1162
$22.7K ﹤0.01%
1,355
-562
1163
$22.7K ﹤0.01%
+139
1164
$22.5K ﹤0.01%
1,270
+11
1165
$22.5K ﹤0.01%
556
+305
1166
$22.4K ﹤0.01%
286
+39
1167
$22.4K ﹤0.01%
+877
1168
$22.4K ﹤0.01%
117
+22
1169
$22.3K ﹤0.01%
637
+477
1170
$22.3K ﹤0.01%
300
1171
$22.3K ﹤0.01%
2,076
-709
1172
$22.2K ﹤0.01%
203
+10
1173
$22.2K ﹤0.01%
430
+8
1174
$22.1K ﹤0.01%
453
+340
1175
$22K ﹤0.01%
243
-6,503
45 46
47
48 49