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
1201
$20.8K ﹤0.01%
7,000
+1,925
1202
$20.6K ﹤0.01%
1,023
+73
1203
$20.6K ﹤0.01%
63
+59
1204
$20.6K ﹤0.01%
446
1205
$20.5K ﹤0.01%
461
1206
$20.5K ﹤0.01%
194
1207
$20.5K ﹤0.01%
374
+260
1208
$20.5K ﹤0.01%
475
1209
$20.4K ﹤0.01%
2,409
1210
$20.4K ﹤0.01%
84
+7
1211
$20.4K ﹤0.01%
392
+24
1212
$20.3K ﹤0.01%
97
+12
1213
$20.1K ﹤0.01%
327
-317
1214
$20.1K ﹤0.01%
443
+12
1215
$20K ﹤0.01%
545
+35
1216
$19.7K ﹤0.01%
715
1217
$19.7K ﹤0.01%
913
+6
1218
$19.6K ﹤0.01%
58
-2
1219
$19.6K ﹤0.01%
+384
1220
$19.5K ﹤0.01%
57
-10
1221
$19.5K ﹤0.01%
880
+450
1222
$19.5K ﹤0.01%
+297
1223
$19.5K ﹤0.01%
581
+319
1224
$19.5K ﹤0.01%
4,950
+2,155
1225
$19.4K ﹤0.01%
+1,350
47 48
49
50 51