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
1776
$3.02K ﹤0.01%
190
1777
$3.02K ﹤0.01%
+61
1778
$3K ﹤0.01%
14
+9
1779
$2.99K ﹤0.01%
+114
1780
$2.98K ﹤0.01%
18
+10
1781
$2.98K ﹤0.01%
+158
1782
$2.97K ﹤0.01%
14
+10
1783
$2.95K ﹤0.01%
51
1784
$2.91K ﹤0.01%
74
+73
1785
$2.9K ﹤0.01%
366
1786
$2.9K ﹤0.01%
93
1787
$2.9K ﹤0.01%
43
+20
1788
$2.88K ﹤0.01%
99
1789
$2.88K ﹤0.01%
1,250
1790
$2.87K ﹤0.01%
91
1791
$2.87K ﹤0.01%
216
+3
1792
$2.86K ﹤0.01%
+633
1793
$2.86K ﹤0.01%
72
+1
1794
$2.85K ﹤0.01%
355
1795
$2.84K ﹤0.01%
+77
1796
$2.84K ﹤0.01%
98
-10
1797
$2.84K ﹤0.01%
659
+19
1798
$2.77K ﹤0.01%
+40
1799
$2.76K ﹤0.01%
85
+1
1800
$2.74K ﹤0.01%
42
+37
70 71
72
73 74