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 | 12.08% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $34.9K | 0% | 1,002 | – | – | |||
| $34.7K | 0% | 1,013 | – | – | |||
| $34.6K | 0% | 2,675 | – | – | |||
| $34.6K | 0% | 833 -227 | -21% | -$9.42K | |||
| $34.5K | 0% | 630 +305 | +94% | +$16.7K | |||
| $34.3K | 0% | 273 +1 | +0.4% | +$126 | |||
| $34.1K | 0% | 640 +10 | +2% | +$533 | |||
| $34K | 0% | 2,562 | – | – | |||
| $33.8K | 0% | 300 | – | – | |||
| $33.8K | 0% | 314 -59 | -16% | -$6.35K | |||
| $33.7K | 0% | 579 +516 | +819% | +$30.1K | |||
| $33.7K | 0% | 371 +9 | +2% | +$818 | |||
| $33.6K | 0% | 53 -28 | -35% | -$17.8K | |||
| $33.5K | 0% | 3,500 | – | – | |||
| $33.3K | 0% | 4,722 -3,546 | -43% | -$25K | |||
| $33.3K | 0% | 305 | – | – | |||
| $33K | 0% | 1,291 +7 | +0.6% | +$179 | |||
| $33K | 0% | 2,515 +2,512 | +83,733% | +$32.9K | |||
| $32.9K | 0% | 2,000 +250 | +14% | +$4.11K | |||
| $32.8K | 0% | 865 | – | – | |||
| $32.7K | 0% | 1,714 +1,632 | +1,990% | +$31.2K | |||
| $32.6K | 0% | 100 | New | +$32.6K | |||
| $32.5K | 0% | 811 +266 | +49% | +$10.7K | |||
| $32.4K | 0% | 4,000 -356 | -8% | -$2.88K | |||
| $32.4K | 0% | 247 +239 | +2,988% | +$31.4K |
