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
1451
$10.9K ﹤0.01%
2,860
-486
1452
$10.8K ﹤0.01%
191
+143
1453
$10.7K ﹤0.01%
198
+105
1454
$10.6K ﹤0.01%
1,116
-29
1455
$10.6K ﹤0.01%
4,000
1456
$10.6K ﹤0.01%
185
1457
$10.6K ﹤0.01%
+1,057
1458
$10.6K ﹤0.01%
102
1459
$10.5K ﹤0.01%
+400
1460
$10.5K ﹤0.01%
120
1461
$10.5K ﹤0.01%
300
1462
$10.5K ﹤0.01%
805
1463
$10.4K ﹤0.01%
217
-194
1464
$10.4K ﹤0.01%
+523
1465
$10.4K ﹤0.01%
45
+2
1466
$10.4K ﹤0.01%
+1,200
1467
$10.4K ﹤0.01%
+344
1468
$10.3K ﹤0.01%
268
+63
1469
$10.3K ﹤0.01%
232
+20
1470
$10.3K ﹤0.01%
25
1471
$10.3K ﹤0.01%
94
-34
1472
$10.3K ﹤0.01%
106
1473
$10.3K ﹤0.01%
254
+3
1474
$10.2K ﹤0.01%
105
-41
1475
$10.2K ﹤0.01%
192
+163
57 58
59
60 61