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
1376
$13.4K ﹤0.01%
800
1377
$13.3K ﹤0.01%
301
1378
$13.3K ﹤0.01%
900
+94
1379
$13.3K ﹤0.01%
195
1380
$13.2K ﹤0.01%
1,000
1381
$13.2K ﹤0.01%
353
-61
1382
$13.2K ﹤0.01%
1,400
1383
$13.2K ﹤0.01%
1,190
-620
1384
$13.1K ﹤0.01%
85
+84
1385
$13.1K ﹤0.01%
+847
1386
$13K ﹤0.01%
507
-1,327
1387
$13K ﹤0.01%
450
+3
1388
$12.9K ﹤0.01%
238
1389
$12.9K ﹤0.01%
103
1390
$12.9K ﹤0.01%
1,000
1391
$12.8K ﹤0.01%
300
1392
$12.8K ﹤0.01%
1,160
+22
1393
$12.7K ﹤0.01%
50
1394
$12.7K ﹤0.01%
150
1395
$12.7K ﹤0.01%
1,507
1396
$12.7K ﹤0.01%
+180
1397
$12.7K ﹤0.01%
+466
1398
$12.6K ﹤0.01%
531
+425
1399
$12.6K ﹤0.01%
324
+2
1400
$12.5K ﹤0.01%
452
-1,650
54 55
56
57 58