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
1326
$15K ﹤0.01%
+218
1327
$15K ﹤0.01%
75
1328
$15K ﹤0.01%
109
+19
1329
$14.9K ﹤0.01%
495
-100
1330
$14.9K ﹤0.01%
494
+75
1331
$14.8K ﹤0.01%
35
-16
1332
$14.8K ﹤0.01%
562
+225
1333
$14.8K ﹤0.01%
+10,000
1334
$14.7K ﹤0.01%
304
-4
1335
$14.6K ﹤0.01%
116
-64
1336
$14.6K ﹤0.01%
293
+203
1337
$14.5K ﹤0.01%
652
+7
1338
$14.4K ﹤0.01%
74
-13
1339
$14.4K ﹤0.01%
274
+56
1340
$14.4K ﹤0.01%
281
+6
1341
$14.3K ﹤0.01%
590
1342
$14.3K ﹤0.01%
+150
1343
$14.3K ﹤0.01%
1,015
1344
$14.2K ﹤0.01%
628
+6
1345
$14.2K ﹤0.01%
500
1346
$14.2K ﹤0.01%
42
+10
1347
$14.2K ﹤0.01%
500
1348
$14.2K ﹤0.01%
1,230
-7,905
1349
$14.2K ﹤0.01%
+2,000
1350
$14.1K ﹤0.01%
+354
52 53
54
55 56