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
1401
$12.5K ﹤0.01%
237
+84
1402
$12.4K ﹤0.01%
1,173
+29
1403
$12.4K ﹤0.01%
275
-193
1404
$12.4K ﹤0.01%
1,050
1405
$12.4K ﹤0.01%
108
+1
1406
$12.3K ﹤0.01%
1,255
-52
1407
$12.3K ﹤0.01%
+1,641
1408
$12.3K ﹤0.01%
+268
1409
$12.2K ﹤0.01%
856
+39
1410
$12.2K ﹤0.01%
386
1411
$12.2K ﹤0.01%
791
+68
1412
$12.2K ﹤0.01%
150
1413
$12.1K ﹤0.01%
197
+31
1414
$12.1K ﹤0.01%
222
+1
1415
$12.1K ﹤0.01%
85
+1
1416
$12.1K ﹤0.01%
393
1417
$12K ﹤0.01%
207
1418
$12K ﹤0.01%
117
+17
1419
$12K ﹤0.01%
145
1420
$12K ﹤0.01%
52
+13
1421
$11.8K ﹤0.01%
509
+20
1422
$11.8K ﹤0.01%
100
1423
$11.7K ﹤0.01%
+198
1424
$11.7K ﹤0.01%
728
-548
1425
$11.6K ﹤0.01%
180
-16
55 56
57
58 59