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 | |
|---|---|---|---|---|---|---|---|
| $173K | 0.01% | 612 +188 | +44% | +$53.1K | |||
| $172K | 0.01% | 2,168 -3 | -0.1% | -$238 | |||
| $170K | 0.01% | 4,213 -318 | -7% | -$12.9K | |||
| $169K | 0.01% | 2,347 +1,252 | +114% | +$90.4K | |||
| $168K | 0.01% | 10,213 +10,000 | +4,695% | +$165K | |||
| $168K | 0.01% | 4,492 +1,960 | +77% | +$73.3K | |||
| $168K | 0.01% | 4,682 -1,210 | -21% | -$43.4K | |||
| $167K | 0.01% | 7,735 +56 | +0.7% | +$1.21K | |||
| $167K | 0.01% | 8,194 +7,616 | +1,318% | +$155K | |||
| $167K | 0.01% | 681 -5 | -0.7% | -$1.22K | |||
| $167K | 0.01% | 7,742 -575 | -7% | -$12.4K | |||
| $163K | 0.01% | 1,012 +5 | +0.5% | +$803 | |||
| $161K | 0.01% | 1,832 +296 | +19% | +$26.1K | |||
| $161K | 0.01% | 4,367 +367 | +9% | +$13.6K | |||
| $161K | 0.01% | 3,202 +1,347 | +73% | +$67.6K | |||
| $160K | 0.01% | 2,266 +1,898 | +516% | +$134K | |||
| $159K | 0.01% | 2,495 -6,194 | -71% | -$395K | |||
| $159K | 0.01% | 2,327 +1,852 | +390% | +$126K | |||
| $159K | 0.01% | 1,735 -88 | -5% | -$8.04K | |||
| $158K | 0.01% | 4,358 -5,667 | -57% | -$205K | |||
| $156K | 0.01% | 3,667 -258 | -7% | -$11K | |||
| $155K | 0.01% | 1,630 -1,668 | -51% | -$159K | |||
| $155K | 0.01% | 1,676 -7 | -0.4% | -$647 | |||
| $153K | 0.01% | 628 +24 | +4% | +$5.84K | |||
| $152K | 0.01% | 728 +123 | +20% | +$25.8K |
