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
1676
$4.76K ﹤0.01%
506
-1,881
1677
$4.75K ﹤0.01%
195
+188
1678
$4.72K ﹤0.01%
28
+16
1679
$4.67K ﹤0.01%
2,030
1680
$4.65K ﹤0.01%
79
1681
$4.6K ﹤0.01%
111
1682
$4.57K ﹤0.01%
18
+14
1683
$4.56K ﹤0.01%
57
-837
1684
$4.54K ﹤0.01%
93
1685
$4.52K ﹤0.01%
93
-169
1686
$4.52K ﹤0.01%
356
+9
1687
$4.51K ﹤0.01%
+47
1688
$4.5K ﹤0.01%
147
-245
1689
$4.48K ﹤0.01%
167
+2
1690
$4.46K ﹤0.01%
1,011
1691
$4.44K ﹤0.01%
52
+1
1692
$4.42K ﹤0.01%
104
1693
$4.41K ﹤0.01%
139
+47
1694
$4.4K ﹤0.01%
90
-274
1695
$4.37K ﹤0.01%
+101
1696
$4.31K ﹤0.01%
+68
1697
$4.3K ﹤0.01%
42
1698
$4.26K ﹤0.01%
237
+53
1699
$4.22K ﹤0.01%
144
1700
$4.2K ﹤0.01%
184
+8
66 67
68
69 70