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
1176
$21.9K ﹤0.01%
1,561
-300
1177
$21.9K ﹤0.01%
1,383
1178
$21.8K ﹤0.01%
1,000
1179
$21.8K ﹤0.01%
1,239
1180
$21.6K ﹤0.01%
1,250
1181
$21.6K ﹤0.01%
112
+2
1182
$21.6K ﹤0.01%
1,509
+142
1183
$21.5K ﹤0.01%
204
1184
$21.5K ﹤0.01%
1,194
-952
1185
$21.5K ﹤0.01%
379
+1
1186
$21.5K ﹤0.01%
218
1187
$21.5K ﹤0.01%
850
-370
1188
$21.4K ﹤0.01%
+484
1189
$21.3K ﹤0.01%
1,000
1190
$21.2K ﹤0.01%
1,045
+52
1191
$21.2K ﹤0.01%
1,000
-100
1192
$21.2K ﹤0.01%
406
1193
$21K ﹤0.01%
1,935
+6
1194
$21K ﹤0.01%
1,515
+478
1195
$20.9K ﹤0.01%
9,800
+9,400
1196
$20.9K ﹤0.01%
176
1197
$20.9K ﹤0.01%
2,600
1198
$20.8K ﹤0.01%
1,196
+16
1199
$20.8K ﹤0.01%
188
-809
1200
$20.8K ﹤0.01%
659
46 47
48
49 50