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
1576
$7.21K ﹤0.01%
500
1577
$7.11K ﹤0.01%
352
-53
1578
$7.11K ﹤0.01%
772
+177
1579
$7.08K ﹤0.01%
+309
1580
$7.07K ﹤0.01%
204
1581
$6.99K ﹤0.01%
303
1582
$6.98K ﹤0.01%
112
+110
1583
$6.86K ﹤0.01%
30
-36
1584
$6.82K ﹤0.01%
561
-987
1585
$6.75K ﹤0.01%
308
+7
1586
$6.66K ﹤0.01%
+234
1587
$6.64K ﹤0.01%
617
+12
1588
$6.61K ﹤0.01%
66
1589
$6.59K ﹤0.01%
389
-193
1590
$6.58K ﹤0.01%
+241
1591
$6.57K ﹤0.01%
88
1592
$6.56K ﹤0.01%
899
+456
1593
$6.52K ﹤0.01%
37
-120
1594
$6.5K ﹤0.01%
58
+44
1595
$6.47K ﹤0.01%
797
+150
1596
$6.45K ﹤0.01%
+119
1597
$6.45K ﹤0.01%
119
-111
1598
$6.44K ﹤0.01%
911
1599
$6.39K ﹤0.01%
109
-3
1600
$6.37K ﹤0.01%
311
-2,384
62 63
64
65 66