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
1651
$5.12K ﹤0.01%
+808
1652
$5.12K ﹤0.01%
132
1653
$5.08K ﹤0.01%
+492
1654
$5.08K ﹤0.01%
+917
1655
$5.07K ﹤0.01%
216
1656
$5.06K ﹤0.01%
200
+80
1657
$5.04K ﹤0.01%
93
+91
1658
$5.03K ﹤0.01%
+67
1659
$5.02K ﹤0.01%
183
1660
$5.01K ﹤0.01%
48
+24
1661
$5K ﹤0.01%
242
+8
1662
$4.99K ﹤0.01%
48
+43
1663
$4.98K ﹤0.01%
107
1664
$4.97K ﹤0.01%
43
-306
1665
$4.96K ﹤0.01%
19
1666
$4.94K ﹤0.01%
+191
1667
$4.94K ﹤0.01%
90
1668
$4.92K ﹤0.01%
3,304
-429
1669
$4.91K ﹤0.01%
147
1670
$4.89K ﹤0.01%
+38
1671
$4.84K ﹤0.01%
50
+13
1672
$4.83K ﹤0.01%
65
+39
1673
$4.78K ﹤0.01%
+973
1674
$4.77K ﹤0.01%
1,000
1675
$4.76K ﹤0.01%
+162
65 66
67
68 69