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
1726
$3.69K ﹤0.01%
+233
1727
$3.69K ﹤0.01%
+72
1728
$3.68K ﹤0.01%
28
-16
1729
$3.68K ﹤0.01%
33
-104
1730
$3.66K ﹤0.01%
144
+126
1731
$3.65K ﹤0.01%
63
-73
1732
$3.62K ﹤0.01%
63
1733
$3.62K ﹤0.01%
77
1734
$3.61K ﹤0.01%
89
1735
$3.6K ﹤0.01%
48
+9
1736
$3.58K ﹤0.01%
127
+119
1737
$3.55K ﹤0.01%
+101
1738
$3.54K ﹤0.01%
87
+86
1739
$3.53K ﹤0.01%
797
1740
$3.49K ﹤0.01%
46
+17
1741
$3.48K ﹤0.01%
+246
1742
$3.46K ﹤0.01%
42
1743
$3.44K ﹤0.01%
400
-50
1744
$3.42K ﹤0.01%
20
1745
$3.42K ﹤0.01%
38
-61
1746
$3.41K ﹤0.01%
41
-25
1747
$3.4K ﹤0.01%
69
+68
1748
$3.39K ﹤0.01%
270
+257
1749
$3.38K ﹤0.01%
39
1750
$3.35K ﹤0.01%
31
68 69
70
71 72