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
1926
$1.53K ﹤0.01%
59
1927
$1.53K ﹤0.01%
26
+16
1928
$1.53K ﹤0.01%
38
-81
1929
$1.53K ﹤0.01%
+10
1930
$1.53K ﹤0.01%
1,400
1931
$1.52K ﹤0.01%
18
-35
1932
$1.52K ﹤0.01%
35
-8
1933
$1.5K ﹤0.01%
48
1934
$1.5K ﹤0.01%
85
+1
1935
$1.49K ﹤0.01%
15
-32
1936
$1.48K ﹤0.01%
150
1937
$1.48K ﹤0.01%
25
+10
1938
$1.44K ﹤0.01%
79
-3
1939
$1.43K ﹤0.01%
42
+9
1940
$1.42K ﹤0.01%
140
1941
$1.42K ﹤0.01%
5
+4
1942
$1.42K ﹤0.01%
67
+55
1943
$1.42K ﹤0.01%
18
-14
1944
$1.41K ﹤0.01%
+14
1945
$1.39K ﹤0.01%
24
1946
$1.38K ﹤0.01%
+8
1947
$1.37K ﹤0.01%
34
+16
1948
$1.37K ﹤0.01%
+240
1949
$1.36K ﹤0.01%
35
-28
1950
$1.35K ﹤0.01%
+38
76 77
78
79 80