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 | |
|---|---|---|---|---|---|---|---|
| $126K | 0.01% | 626 +151 | +32% | +$30.4K | |||
| $126K | 0.01% | 5,337 | New | +$126K | |||
| $126K | 0.01% | 5,349 | New | +$126K | |||
| $126K | 0.01% | 3,790 | New | +$126K | |||
| $126K | 0.01% | 1,290 +524 | +68% | +$51.1K | |||
| $126K | 0.01% | 5,132 | New | +$126K | |||
| $126K | 0.01% | 5,419 | New | +$126K | |||
| $126K | 0.01% | 6,055 | New | +$126K | |||
| $125K | 0.01% | 5,812 | New | +$125K | |||
| $125K | 0.01% | 5,514 | New | +$125K | |||
| $125K | 0.01% | 5,086 | New | +$125K | |||
| $125K | 0.01% | 4,922 | New | +$125K | |||
| $124K | 0.01% | 8,169 +1,200 | +17% | +$18.3K | |||
| $124K | 0.01% | 213 +168 | +373% | +$97.7K | |||
| $124K | 0.01% | 1,505 -13 | -0.9% | -$1.07K | |||
| $123K | 0.01% | 2,939 -1,489 | -34% | -$62.2K | |||
| $122K | 0.01% | 2,888 +2 | +0.1% | +$85 | |||
| $122K | 0.01% | 939 +374 | +66% | +$48.5K | |||
| $122K | 0.01% | 2,773 -4 | -0.1% | -$175 | |||
| $121K | 0.01% | 1,028 +23 | +2% | +$2.71K | |||
| $121K | 0.01% | 10,960 +7 | +0.1% | +$77 | |||
| $121K | 0.01% | 949 +95 | +11% | +$12.1K | |||
| $120K | 0.01% | 212 +167 | +371% | +$94.5K | |||
| $120K | 0.01% | 6,446 -2,693 | -29% | -$50.1K | |||
| $119K | 0.01% | 1,250 -4,224 | -77% | -$402K |
