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
1426
$11.6K ﹤0.01%
578
-438
1427
$11.6K ﹤0.01%
250
-26
1428
$11.6K ﹤0.01%
733
-2
1429
$11.5K ﹤0.01%
167
+67
1430
$11.5K ﹤0.01%
396
1431
$11.5K ﹤0.01%
61
+56
1432
$11.4K ﹤0.01%
134
+14
1433
$11.3K ﹤0.01%
+200
1434
$11.3K ﹤0.01%
3,450
-3,857
1435
$11.3K ﹤0.01%
114
+1
1436
$11.3K ﹤0.01%
100
1437
$11.2K ﹤0.01%
362
+334
1438
$11.2K ﹤0.01%
226
-174
1439
$11.2K ﹤0.01%
491
+68
1440
$11.2K ﹤0.01%
2,757
+37
1441
$11.1K ﹤0.01%
+221
1442
$11.1K ﹤0.01%
162
-10
1443
$11.1K ﹤0.01%
+1,190
1444
$11.1K ﹤0.01%
53
+50
1445
$11K ﹤0.01%
2,000
1446
$11K ﹤0.01%
212
-559
1447
$11K ﹤0.01%
965
1448
$11K ﹤0.01%
+1,072
1449
$10.9K ﹤0.01%
83
-220
1450
$10.9K ﹤0.01%
70
-42
56 57
58
59 60