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
1501
$9.47K ﹤0.01%
+1,475
1502
$9.45K ﹤0.01%
145
+131
1503
$9.45K ﹤0.01%
300
-128
1504
$9.41K ﹤0.01%
33
-1
1505
$9.39K ﹤0.01%
114
+10
1506
$9.35K ﹤0.01%
70
1507
$9.33K ﹤0.01%
100
+25
1508
$9.33K ﹤0.01%
133
-191
1509
$9.3K ﹤0.01%
250
1510
$9.23K ﹤0.01%
87
-27
1511
$9.21K ﹤0.01%
124
+8
1512
$9.17K ﹤0.01%
160
+60
1513
$9.15K ﹤0.01%
51
+50
1514
$9.03K ﹤0.01%
52
+44
1515
$8.98K ﹤0.01%
173
-21
1516
$8.94K ﹤0.01%
308
+5
1517
$8.89K ﹤0.01%
158
1518
$8.87K ﹤0.01%
1,000
1519
$8.82K ﹤0.01%
+25
1520
$8.81K ﹤0.01%
136
+1
1521
$8.8K ﹤0.01%
1,500
1522
$8.78K ﹤0.01%
85
+45
1523
$8.78K ﹤0.01%
+542
1524
$8.74K ﹤0.01%
205
+5
1525
$8.71K ﹤0.01%
+1,000
59 60
61
62 63