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
1301
$15.9K ﹤0.01%
319
+4
1302
$15.9K ﹤0.01%
103
-142
1303
$15.8K ﹤0.01%
106
-37
1304
$15.8K ﹤0.01%
238
+142
1305
$15.8K ﹤0.01%
1,079
1306
$15.7K ﹤0.01%
1,706
-583
1307
$15.7K ﹤0.01%
2,880
+1,477
1308
$15.6K ﹤0.01%
512
+157
1309
$15.6K ﹤0.01%
71
-19
1310
$15.6K ﹤0.01%
154
1311
$15.6K ﹤0.01%
255
-177
1312
$15.6K ﹤0.01%
425
1313
$15.6K ﹤0.01%
141
+52
1314
$15.5K ﹤0.01%
1,147
-54
1315
$15.5K ﹤0.01%
+405
1316
$15.4K ﹤0.01%
226
-152
1317
$15.4K ﹤0.01%
2,300
1318
$15.3K ﹤0.01%
85
-22
1319
$15.3K ﹤0.01%
210
+5
1320
$15.3K ﹤0.01%
+500
1321
$15.2K ﹤0.01%
1,500
1322
$15.1K ﹤0.01%
+400
1323
$15.1K ﹤0.01%
387
1324
$15.1K ﹤0.01%
800
1325
$15K ﹤0.01%
48
+35
51 52
53
54 55