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
1951
$1.35K ﹤0.01%
+63
1952
$1.34K ﹤0.01%
39
-32
1953
$1.33K ﹤0.01%
49
+13
1954
$1.33K ﹤0.01%
17
+10
1955
$1.31K ﹤0.01%
182
-2
1956
$1.31K ﹤0.01%
20
+6
1957
$1.3K ﹤0.01%
37
-31
1958
$1.29K ﹤0.01%
+7
1959
$1.29K ﹤0.01%
101
1960
$1.29K ﹤0.01%
7
-82
1961
$1.29K ﹤0.01%
+14
1962
$1.28K ﹤0.01%
21
+16
1963
$1.28K ﹤0.01%
11
-21
1964
$1.28K ﹤0.01%
48
+9
1965
$1.26K ﹤0.01%
99
+40
1966
$1.25K ﹤0.01%
+245
1967
$1.25K ﹤0.01%
79
-420
1968
$1.25K ﹤0.01%
147
-100
1969
$1.24K ﹤0.01%
128
1970
$1.24K ﹤0.01%
16
1971
$1.23K ﹤0.01%
+36
1972
$1.23K ﹤0.01%
7
+4
1973
$1.22K ﹤0.01%
13
1974
$1.22K ﹤0.01%
28
-25
1975
$1.22K ﹤0.01%
9
77 78
79
80 81