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
1801
$2.74K ﹤0.01%
343
1802
$2.74K ﹤0.01%
392
1803
$2.73K ﹤0.01%
64
1804
$2.72K ﹤0.01%
66
+64
1805
$2.72K ﹤0.01%
93
1806
$2.71K ﹤0.01%
76
1807
$2.69K ﹤0.01%
91
1808
$2.69K ﹤0.01%
1,000
1809
$2.67K ﹤0.01%
70
-100
1810
$2.67K ﹤0.01%
15
+9
1811
$2.67K ﹤0.01%
512
1812
$2.64K ﹤0.01%
509
1813
$2.64K ﹤0.01%
23
-9
1814
$2.63K ﹤0.01%
84
+79
1815
$2.63K ﹤0.01%
+241
1816
$2.6K ﹤0.01%
79
1817
$2.6K ﹤0.01%
71
+6
1818
$2.56K ﹤0.01%
500
1819
$2.51K ﹤0.01%
39
1820
$2.5K ﹤0.01%
119
-41
1821
$2.49K ﹤0.01%
178
1822
$2.42K ﹤0.01%
+115
1823
$2.42K ﹤0.01%
31
-219
1824
$2.42K ﹤0.01%
18
+2
1825
$2.4K ﹤0.01%
18
71 72
73
74 75