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
1701
$4.17K ﹤0.01%
26
+19
1702
$4.17K ﹤0.01%
77
1703
$4.16K ﹤0.01%
46
1704
$4.15K ﹤0.01%
213
+40
1705
$4.14K ﹤0.01%
56
+37
1706
$4.11K ﹤0.01%
+170
1707
$4.07K ﹤0.01%
+50
1708
$4.01K ﹤0.01%
12
1709
$4K ﹤0.01%
492
-1,321
1710
$4K ﹤0.01%
+74
1711
$3.99K ﹤0.01%
83
+1
1712
$3.96K ﹤0.01%
74
+67
1713
$3.91K ﹤0.01%
440
1714
$3.91K ﹤0.01%
805
1715
$3.88K ﹤0.01%
18
1716
$3.88K ﹤0.01%
974
1717
$3.86K ﹤0.01%
+115
1718
$3.84K ﹤0.01%
441
+8
1719
$3.83K ﹤0.01%
351
+17
1720
$3.81K ﹤0.01%
+169
1721
$3.79K ﹤0.01%
730
-477
1722
$3.77K ﹤0.01%
243
1723
$3.76K ﹤0.01%
+163
1724
$3.73K ﹤0.01%
+68
1725
$3.71K ﹤0.01%
165
-200
67 68
69
70 71