LFG
Larson Financial Group Portfolio holdings
AUM $2.1B
AUM
$2.1B
AUM Growth
+$174M (+9%)
Cap. Flow
+$231M
Cap. Flow % of AUM
10.98%
Top 10 Holdings %Top 10 Hldgs %
28.67%
Holding
3,215
New
462
Increased
1,352
Reduced
537
Closed
170
Top Buys
| 1 | $19.7M | |
| 2 | $12.2M | |
| 3 | $9.41M | |
| 4 | $8.6M | |
| 5 | $7.79M |
Top Sells
| 1 | $5.14M | |
| 2 | $2.86M | |
| 3 | $2.31M | |
| 4 | $1.59M | |
| 5 | $1.46M |
Sector Composition
| 1 | Technology | 12.1% |
| 2 | Financials | 4.94% |
| 3 | Consumer Discretionary | 4.16% |
| 4 | Healthcare | 3.93% |
| 5 | Industrials | 3.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $248K | 0.01% | 13,655 +13,132 | +2,511% | +$239K | |||
| $247K | 0.01% | 1,020 +748 | +275% | +$181K | |||
| $247K | 0.01% | 5,619 +4,879 | +659% | +$214K | |||
| $246K | 0.01% | 9,154 +172 | +2% | +$4.63K | |||
| $245K | 0.01% | 2,465 +1,367 | +125% | +$136K | |||
| $244K | 0.01% | 1,906 +153 | +9% | +$19.6K | |||
| $243K | 0.01% | 4,935 -264 | -5% | -$13K | |||
| $242K | 0.01% | 23,677 +22,133 | +1,433% | +$227K | |||
| $242K | 0.01% | 2,754 +738 | +37% | +$64.9K | |||
| $241K | 0.01% | 12,419 -1,798 | -13% | -$35K | |||
| $241K | 0.01% | 2,313 +470 | +26% | +$49K | |||
| $238K | 0.01% | 2,160 +745 | +53% | +$82K | |||
| $237K | 0.01% | 1,570 +8 | +0.5% | +$1.21K | |||
| $235K | 0.01% | 2,332 -7,493 | -76% | -$754K | |||
| $232K | 0.01% | 2,475 -2,088 | -46% | -$196K | |||
| $232K | 0.01% | 5,323 +434 | +9% | +$18.9K | |||
| $231K | 0.01% | 1,500 +783 | +109% | +$121K | |||
| $229K | 0.01% | 2,995 +1,201 | +67% | +$91.9K | |||
| $229K | 0.01% | 1,052 +855 | +434% | +$186K | |||
| $229K | 0.01% | 3,771 +545 | +17% | +$33.1K | |||
| $229K | 0.01% | 2,729 +601 | +28% | +$50.4K | |||
| $229K | 0.01% | 3,317 -5,954 | -64% | -$410K | |||
| $228K | 0.01% | 3,757 +1,221 | +48% | +$74.1K | |||
| $228K | 0.01% | 406 +403 | +13,433% | +$226K | |||
| $228K | 0.01% | 1,485 +849 | +133% | +$130K |
