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
1276
$16.8K ﹤0.01%
157
1277
$16.8K ﹤0.01%
147
1278
$16.7K ﹤0.01%
310
-141
1279
$16.7K ﹤0.01%
1,000
1280
$16.7K ﹤0.01%
771
+678
1281
$16.6K ﹤0.01%
273
-165
1282
$16.5K ﹤0.01%
391
-43
1283
$16.5K ﹤0.01%
339
+47
1284
$16.4K ﹤0.01%
509
1285
$16.4K ﹤0.01%
237
+20
1286
$16.4K ﹤0.01%
518
1287
$16.2K ﹤0.01%
544
+344
1288
$16.2K ﹤0.01%
699
+161
1289
$16.1K ﹤0.01%
102
1290
$16.1K ﹤0.01%
374
1291
$16.1K ﹤0.01%
300
1292
$16.1K ﹤0.01%
242
1293
$16.1K ﹤0.01%
+102
1294
$16K ﹤0.01%
6,318
+21
1295
$16K ﹤0.01%
276
1296
$16K ﹤0.01%
37
+7
1297
$16K ﹤0.01%
614
-31
1298
$16K ﹤0.01%
1,544
+352
1299
$16K ﹤0.01%
707
1300
$16K ﹤0.01%
1,829
+10
50 51
52
53 54