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
1751
$3.33K ﹤0.01%
400
1752
$3.33K ﹤0.01%
63
-449
1753
$3.33K ﹤0.01%
87
+74
1754
$3.32K ﹤0.01%
31
+30
1755
$3.32K ﹤0.01%
3
1756
$3.31K ﹤0.01%
119
+112
1757
$3.3K ﹤0.01%
21
+20
1758
$3.29K ﹤0.01%
155
+4
1759
$3.27K ﹤0.01%
72
1760
$3.26K ﹤0.01%
68
1761
$3.25K ﹤0.01%
+16
1762
$3.23K ﹤0.01%
39
+35
1763
$3.22K ﹤0.01%
117
+47
1764
$3.2K ﹤0.01%
160
1765
$3.16K ﹤0.01%
115
1766
$3.16K ﹤0.01%
49
+2
1767
$3.16K ﹤0.01%
137
-162
1768
$3.13K ﹤0.01%
+157
1769
$3.12K ﹤0.01%
200
1770
$3.11K ﹤0.01%
37
-149
1771
$3.09K ﹤0.01%
18
-10
1772
$3.07K ﹤0.01%
71
1773
$3.06K ﹤0.01%
36
1774
$3.03K ﹤0.01%
39
-6
1775
$3.03K ﹤0.01%
+16
69 70
71
72 73