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
1601
$6.34K ﹤0.01%
387
+20
1602
$6.34K ﹤0.01%
97
-29
1603
$6.3K ﹤0.01%
2,001
1604
$6.28K ﹤0.01%
1,550
1605
$6.25K ﹤0.01%
186
1606
$6.22K ﹤0.01%
25
+14
1607
$6.21K ﹤0.01%
+1,000
1608
$6.2K ﹤0.01%
201
1609
$6.2K ﹤0.01%
577
-638
1610
$6.16K ﹤0.01%
33
+28
1611
$6.15K ﹤0.01%
343
+300
1612
$6.14K ﹤0.01%
152
+59
1613
$6.13K ﹤0.01%
57
1614
$6.12K ﹤0.01%
181
1615
$6.08K ﹤0.01%
284
+14
1616
$6.08K ﹤0.01%
+116
1617
$6.08K ﹤0.01%
467
-200
1618
$6.07K ﹤0.01%
300
+200
1619
$6.02K ﹤0.01%
55
+52
1620
$5.98K ﹤0.01%
104
-155
1621
$5.94K ﹤0.01%
1,073
1622
$5.92K ﹤0.01%
40
1623
$5.85K ﹤0.01%
519
1624
$5.85K ﹤0.01%
100
-25
1625
$5.85K ﹤0.01%
23
-117
63 64
65
66 67