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
1351
$14.1K ﹤0.01%
+600
1352
$14.1K ﹤0.01%
+127
1353
$14.1K ﹤0.01%
465
+455
1354
$14K ﹤0.01%
+568
1355
$14K ﹤0.01%
2,169
+169
1356
$14K ﹤0.01%
+438
1357
$14K ﹤0.01%
208
+112
1358
$14K ﹤0.01%
389
+131
1359
$14K ﹤0.01%
89
+29
1360
$13.9K ﹤0.01%
270
+246
1361
$13.8K ﹤0.01%
162
+1
1362
$13.8K ﹤0.01%
+834
1363
$13.8K ﹤0.01%
162
-2
1364
$13.8K ﹤0.01%
38
+13
1365
$13.8K ﹤0.01%
94
-196
1366
$13.7K ﹤0.01%
153
1367
$13.7K ﹤0.01%
500
1368
$13.7K ﹤0.01%
225
+1
1369
$13.7K ﹤0.01%
152
+35
1370
$13.6K ﹤0.01%
8
+4
1371
$13.6K ﹤0.01%
96
1372
$13.5K ﹤0.01%
160
-202
1373
$13.4K ﹤0.01%
+394
1374
$13.4K ﹤0.01%
53
+13
1375
$13.4K ﹤0.01%
321
+170
53 54
55
56 57