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
1226
$19.4K ﹤0.01%
730
1227
$19.4K ﹤0.01%
48
-1
1228
$19.4K ﹤0.01%
568
+510
1229
$19.4K ﹤0.01%
778
+755
1230
$19.2K ﹤0.01%
713
1231
$19.1K ﹤0.01%
95
+47
1232
$19.1K ﹤0.01%
166
-533
1233
$19K ﹤0.01%
209
+178
1234
$18.9K ﹤0.01%
898
+700
1235
$18.8K ﹤0.01%
+142
1236
$18.8K ﹤0.01%
66
+4
1237
$18.7K ﹤0.01%
537
1238
$18.7K ﹤0.01%
660
+112
1239
$18.6K ﹤0.01%
225
+20
1240
$18.6K ﹤0.01%
259
+181
1241
$18.5K ﹤0.01%
7,075
+2,000
1242
$18.5K ﹤0.01%
549
+5
1243
$18.5K ﹤0.01%
1,678
+1,000
1244
$18.5K ﹤0.01%
470
-14
1245
$18.4K ﹤0.01%
321
+1
1246
$18.4K ﹤0.01%
1,195
-3
1247
$18.4K ﹤0.01%
325
+33
1248
$18.3K ﹤0.01%
1,725
+130
1249
$18.3K ﹤0.01%
829
+150
1250
$18.3K ﹤0.01%
285
48 49
50
51 52