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
1251
$18.2K ﹤0.01%
467
1252
$18.2K ﹤0.01%
574
-512
1253
$18.2K ﹤0.01%
2,000
1254
$18.1K ﹤0.01%
1,566
+23
1255
$18K ﹤0.01%
109
-8
1256
$18K ﹤0.01%
625
-1
1257
$17.9K ﹤0.01%
191
-4
1258
$17.8K ﹤0.01%
1,238
+307
1259
$17.8K ﹤0.01%
39
+34
1260
$17.7K ﹤0.01%
137
+57
1261
$17.7K ﹤0.01%
76
+67
1262
$17.6K ﹤0.01%
2,000
-3,422
1263
$17.6K ﹤0.01%
403
1264
$17.6K ﹤0.01%
985
+574
1265
$17.4K ﹤0.01%
+729
1266
$17.4K ﹤0.01%
1,000
1267
$17.3K ﹤0.01%
172
+1
1268
$17.3K ﹤0.01%
366
+3
1269
$17.3K ﹤0.01%
92
1270
$17.2K ﹤0.01%
849
+153
1271
$17.2K ﹤0.01%
2,186
+48
1272
$17.1K ﹤0.01%
1,696
1273
$17.1K ﹤0.01%
143
+20
1274
$16.9K ﹤0.01%
8
1275
$16.8K ﹤0.01%
269
+200
49 50
51
52 53