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 | |
|---|---|---|---|---|---|---|---|
| $73.3K | 0% | 2,584 +1,318 | +104% | +$37.4K | |||
| $73.1K | 0% | 276 +52 | +23% | +$13.8K | |||
| $73K | 0% | 427 +285 | +201% | +$48.7K | |||
| $72.5K | 0% | 754 -156 | -17% | -$15K | |||
| $71.8K | 0% | 439 +191 | +77% | +$31.2K | |||
| $71.6K | 0% | 854 +11 | +1% | +$923 | |||
| $71.6K | 0% | 2,621 | – | – | |||
| $71.5K | 0% | 495 +401 | +427% | +$58K | |||
| $71.3K | 0% | 5,400 +4,900 | +980% | +$64.7K | |||
| $71K | 0% | 707 +525 | +288% | +$52.7K | |||
| $70.9K | 0% | 1,001 -385 | -28% | -$27.3K | |||
| $70.9K | 0% | 1,614 +1,240 | +332% | +$54.5K | |||
| $70.4K | 0% | 1,410 +160 | +13% | +$7.99K | |||
| $70.4K | 0% | 409 +324 | +381% | +$55.8K | |||
| $70.2K | 0% | 3,385 | New | +$70.2K | |||
| $70K | 0% | 548 +371 | +210% | +$47.4K | |||
| $69.9K | 0% | 1,521 -200 | -12% | -$9.19K | |||
| $69.7K | 0% | 6,108 +2,461 | +67% | +$28.1K | |||
| $69.4K | 0% | 1,917 +123 | +7% | +$4.45K | |||
| $69K | 0% | 308 +278 | +927% | +$62.2K | |||
| $68.8K | 0% | 1,168 +790 | +209% | +$46.6K | |||
| $68.6K | 0% | 2,688 +15 | +0.6% | +$383 | |||
| $68.5K | 0% | 573 +219 | +62% | +$26.2K | |||
| $68K | 0% | 1,386 +1,226 | +766% | +$60.1K | |||
| $67.9K | 0% | 842 | – | – |
