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
1876
$1.99K ﹤0.01%
121
-100
1877
$1.99K ﹤0.01%
+50
1878
$1.98K ﹤0.01%
69
+57
1879
$1.98K ﹤0.01%
+151
1880
$1.96K ﹤0.01%
+18
1881
$1.96K ﹤0.01%
42
+10
1882
$1.96K ﹤0.01%
29
+10
1883
$1.96K ﹤0.01%
82
+67
1884
$1.95K ﹤0.01%
48
+1
1885
$1.95K ﹤0.01%
131
1886
$1.93K ﹤0.01%
+155
1887
$1.92K ﹤0.01%
63
+29
1888
$1.91K ﹤0.01%
51
-27
1889
$1.91K ﹤0.01%
+97
1890
$1.89K ﹤0.01%
200
-51
1891
$1.88K ﹤0.01%
+25
1892
$1.88K ﹤0.01%
22
1893
$1.86K ﹤0.01%
21
1894
$1.86K ﹤0.01%
14
+6
1895
$1.85K ﹤0.01%
22
+4
1896
$1.84K ﹤0.01%
315
-434
1897
$1.83K ﹤0.01%
3
-22
1898
$1.8K ﹤0.01%
22
-715
1899
$1.79K ﹤0.01%
366
1900
$1.78K ﹤0.01%
21
74 75
76
77 78