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 | |
|---|---|---|---|---|---|---|---|
| $192K | 0.01% | 2,575 +2,138 | +489% | +$160K | |||
| $192K | 0.01% | 5,728 +770 | +16% | +$25.8K | |||
| $192K | 0.01% | 1,113 +353 | +46% | +$60.8K | |||
| $191K | 0.01% | 446 +66 | +17% | +$28.3K | |||
| $189K | 0.01% | 669 +460 | +220% | +$130K | |||
| $188K | 0.01% | 4,430 +3,620 | +447% | +$154K | |||
| $188K | 0.01% | 9,881 +92 | +0.9% | +$1.75K | |||
| $187K | 0.01% | 3,866 +696 | +22% | +$33.6K | |||
| $186K | 0.01% | 6,260 +3,502 | +127% | +$104K | |||
| $183K | 0.01% | 530 +264 | +99% | +$91.1K | |||
| $182K | 0.01% | 1,298 +310 | +31% | +$43.5K | |||
| $182K | 0.01% | 2,293 +2,265 | +8,089% | +$179K | |||
| $179K | 0.01% | 8,514 +824 | +11% | +$17.4K | |||
| $179K | 0.01% | 1,872 | – | – | |||
| $178K | 0.01% | 379 +8 | +2% | +$3.76K | |||
| $178K | 0.01% | 1,326 +15 | +1% | +$2.01K | |||
| $176K | 0.01% | 2,016 +207 | +11% | +$18.1K | |||
| $176K | 0.01% | 1,415 +1,094 | +341% | +$136K | |||
| $176K | 0.01% | 2,046 +651 | +47% | +$56K | |||
| $176K | 0.01% | 11,303 +9,656 | +586% | +$150K | |||
| $175K | 0.01% | 2,075 +9 | +0.4% | +$760 | |||
| $174K | 0.01% | 1,584 +423 | +36% | +$46.6K | |||
| $174K | 0.01% | 6,317 -2,722 | -30% | -$75K | |||
| $174K | 0.01% | 4,597 +1,268 | +38% | +$48K | |||
| $173K | 0.01% | 125 +84 | +205% | +$116K |
