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
1526
$8.68K ﹤0.01%
342
+5
1527
$8.64K ﹤0.01%
374
+174
1528
$8.57K ﹤0.01%
93
1529
$8.56K ﹤0.01%
216
+210
1530
$8.53K ﹤0.01%
184
+39
1531
$8.52K ﹤0.01%
54
1532
$8.51K ﹤0.01%
65
+10
1533
$8.51K ﹤0.01%
49
1534
$8.51K ﹤0.01%
600
1535
$8.5K ﹤0.01%
16
1536
$8.49K ﹤0.01%
43
+7
1537
$8.45K ﹤0.01%
126
-815
1538
$8.43K ﹤0.01%
240
+235
1539
$8.28K ﹤0.01%
330
1540
$8.27K ﹤0.01%
347
1541
$8.24K ﹤0.01%
674
+515
1542
$8.23K ﹤0.01%
210
1543
$8.17K ﹤0.01%
18
-12
1544
$8.11K ﹤0.01%
46
-36
1545
$8.11K ﹤0.01%
193
1546
$8.09K ﹤0.01%
330
1547
$8.01K ﹤0.01%
202
+201
1548
$7.97K ﹤0.01%
1,000
1549
$7.82K ﹤0.01%
190
1550
$7.81K ﹤0.01%
103
+35
60 61
62
63 64