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
1826
$2.4K ﹤0.01%
57
+52
1827
$2.4K ﹤0.01%
37
1828
$2.4K ﹤0.01%
13
-65
1829
$2.38K ﹤0.01%
85
+2
1830
$2.38K ﹤0.01%
100
1831
$2.37K ﹤0.01%
631
1832
$2.36K ﹤0.01%
6
1833
$2.36K ﹤0.01%
+221
1834
$2.35K ﹤0.01%
285
1835
$2.35K ﹤0.01%
+52
1836
$2.35K ﹤0.01%
203
+177
1837
$2.32K ﹤0.01%
34
-50
1838
$2.31K ﹤0.01%
+122
1839
$2.31K ﹤0.01%
179
1840
$2.31K ﹤0.01%
+350
1841
$2.3K ﹤0.01%
150
+2
1842
$2.28K ﹤0.01%
28
+14
1843
$2.28K ﹤0.01%
13
+9
1844
$2.28K ﹤0.01%
115
-60
1845
$2.27K ﹤0.01%
+48
1846
$2.25K ﹤0.01%
25
1847
$2.24K ﹤0.01%
12
+2
1848
$2.23K ﹤0.01%
+70
1849
$2.2K ﹤0.01%
31
1850
$2.2K ﹤0.01%
10
-46
72 73
74
75 76