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
1476
$10.2K ﹤0.01%
238
+193
1477
$10.2K ﹤0.01%
1,000
+200
1478
$10.1K ﹤0.01%
85
1479
$10.1K ﹤0.01%
523
1480
$10.1K ﹤0.01%
+492
1481
$10K ﹤0.01%
504
1482
$9.92K ﹤0.01%
134
-481
1483
$9.91K ﹤0.01%
650
-7
1484
$9.86K ﹤0.01%
175
-60
1485
$9.86K ﹤0.01%
81
1486
$9.83K ﹤0.01%
+25
1487
$9.79K ﹤0.01%
200
1488
$9.79K ﹤0.01%
253
1489
$9.76K ﹤0.01%
1,800
+288
1490
$9.64K ﹤0.01%
127
-39
1491
$9.63K ﹤0.01%
988
-4,012
1492
$9.62K ﹤0.01%
+1,000
1493
$9.61K ﹤0.01%
306
-441
1494
$9.61K ﹤0.01%
100
1495
$9.6K ﹤0.01%
146
1496
$9.55K ﹤0.01%
152
+13
1497
$9.55K ﹤0.01%
192
1498
$9.54K ﹤0.01%
+368
1499
$9.53K ﹤0.01%
450
1500
$9.51K ﹤0.01%
305
+66
58 59
60
61 62