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
1551
$7.73K ﹤0.01%
320
-84
1552
$7.72K ﹤0.01%
4,086
1553
$7.72K ﹤0.01%
+150
1554
$7.72K ﹤0.01%
78
-161
1555
$7.71K ﹤0.01%
268
+258
1556
$7.7K ﹤0.01%
+160
1557
$7.66K ﹤0.01%
170
1558
$7.64K ﹤0.01%
262
+2
1559
$7.63K ﹤0.01%
62
+56
1560
$7.6K ﹤0.01%
+89
1561
$7.57K ﹤0.01%
833
-64
1562
$7.54K ﹤0.01%
109
-12
1563
$7.53K ﹤0.01%
310
1564
$7.52K ﹤0.01%
226
-33
1565
$7.51K ﹤0.01%
569
1566
$7.5K ﹤0.01%
105
-167
1567
$7.47K ﹤0.01%
106
+81
1568
$7.46K ﹤0.01%
209
-31
1569
$7.38K ﹤0.01%
159
1570
$7.38K ﹤0.01%
750
1571
$7.36K ﹤0.01%
600
-9,600
1572
$7.29K ﹤0.01%
231
1573
$7.28K ﹤0.01%
208
1574
$7.27K ﹤0.01%
80
+60
1575
$7.22K ﹤0.01%
17
61 62
63
64 65