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
1626
$5.84K ﹤0.01%
+49
1627
$5.76K ﹤0.01%
+323
1628
$5.76K ﹤0.01%
132
+123
1629
$5.73K ﹤0.01%
157
+66
1630
$5.7K ﹤0.01%
62
+35
1631
$5.66K ﹤0.01%
145
1632
$5.64K ﹤0.01%
28
1633
$5.61K ﹤0.01%
161
+6
1634
$5.54K ﹤0.01%
275
+6
1635
$5.53K ﹤0.01%
416
1636
$5.5K ﹤0.01%
27
+12
1637
$5.49K ﹤0.01%
1,138
1638
$5.47K ﹤0.01%
36
+18
1639
$5.44K ﹤0.01%
+130
1640
$5.32K ﹤0.01%
665
1641
$5.3K ﹤0.01%
49
-57
1642
$5.27K ﹤0.01%
34
+31
1643
$5.26K ﹤0.01%
+54
1644
$5.25K ﹤0.01%
+96
1645
$5.25K ﹤0.01%
234
+3
1646
$5.24K ﹤0.01%
123
1647
$5.23K ﹤0.01%
+1,000
1648
$5.2K ﹤0.01%
1,470
1649
$5.18K ﹤0.01%
343
-38
1650
$5.16K ﹤0.01%
110
64 65
66
67 68