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
1851
$2.18K ﹤0.01%
186
+65
1852
$2.18K ﹤0.01%
216
-1,232
1853
$2.18K ﹤0.01%
25
+13
1854
$2.15K ﹤0.01%
13
+4
1855
$2.14K ﹤0.01%
47
-315
1856
$2.14K ﹤0.01%
73
1857
$2.12K ﹤0.01%
39
+15
1858
$2.11K ﹤0.01%
100
1859
$2.11K ﹤0.01%
80
-200
1860
$2.09K ﹤0.01%
226
1861
$2.08K ﹤0.01%
65
-15
1862
$2.08K ﹤0.01%
30
1863
$2.05K ﹤0.01%
200
1864
$2.05K ﹤0.01%
698
1865
$2.05K ﹤0.01%
+86
1866
$2.04K ﹤0.01%
469
-35
1867
$2.04K ﹤0.01%
+263
1868
$2.04K ﹤0.01%
20
1869
$2.04K ﹤0.01%
44
+1
1870
$2.03K ﹤0.01%
+80
1871
$2.02K ﹤0.01%
12
1872
$2.02K ﹤0.01%
82
+1
1873
$2.01K ﹤0.01%
+20
1874
$2K ﹤0.01%
28
-43
1875
$2K ﹤0.01%
16
73 74
75
76 77