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
1901
$1.78K ﹤0.01%
30
1902
$1.78K ﹤0.01%
12
1903
$1.77K ﹤0.01%
34
+32
1904
$1.75K ﹤0.01%
96
+87
1905
$1.74K ﹤0.01%
47
1906
$1.73K ﹤0.01%
38
+1
1907
$1.73K ﹤0.01%
84
+1
1908
$1.71K ﹤0.01%
66
+59
1909
$1.71K ﹤0.01%
+141
1910
$1.69K ﹤0.01%
+22
1911
$1.68K ﹤0.01%
1,300
1912
$1.68K ﹤0.01%
24
-100
1913
$1.67K ﹤0.01%
208
+8
1914
$1.65K ﹤0.01%
30
+15
1915
$1.63K ﹤0.01%
32
+27
1916
$1.61K ﹤0.01%
227
1917
$1.6K ﹤0.01%
12
1918
$1.59K ﹤0.01%
110
1919
$1.59K ﹤0.01%
53
-171
1920
$1.58K ﹤0.01%
8
1921
$1.58K ﹤0.01%
400
-1,500
1922
$1.57K ﹤0.01%
122
-33
1923
$1.56K ﹤0.01%
234
1924
$1.55K ﹤0.01%
+62
1925
$1.53K ﹤0.01%
77
75 76
77
78 79