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 | |
|---|---|---|---|---|---|---|---|
| $32.4K | 0% | 256 +219 | +592% | +$27.7K | |||
| $32.4K | 0% | 368 | – | – | |||
| $32.3K | 0% | 266 +259 | +3,700% | +$31.4K | |||
| $32.2K | 0% | 436 +58 | +15% | +$4.28K | |||
| $32.1K | 0% | 2,000 | – | – | |||
| $32K | 0% | 919 +854 | +1,314% | +$29.8K | |||
| $32K | 0% | 509 +4 | +0.8% | +$252 | |||
| $32K | 0% | 656 -6,546 | -91% | -$319K | |||
| $31.8K | 0% | 1,647 | – | – | |||
| $31.7K | 0% | 962 +61 | +7% | +$2.01K | |||
| $31.7K | 0% | 2,208 | – | – | |||
| $31.7K | 0% | 487 -148 | -23% | -$9.63K | |||
| $31.6K | 0% | 432 +393 | +1,008% | +$28.8K | |||
| $31.6K | 0% | 2,714 +1,519 | +127% | +$17.7K | |||
| $31.5K | 0% | 783 +6 | +0.8% | +$242 | |||
| $31.5K | 0% | 3,291 +2,519 | +326% | +$24.1K | |||
| $31.4K | 0% | 6,507 +5,000 | +332% | +$24.2K | |||
| $31.3K | 0% | 4,000 | – | – | |||
| $31.1K | 0% | 429 +296 | +223% | +$21.5K | |||
| $31K | 0% | 6,000 +1,000 | +20% | +$5.16K | |||
| $31K | 0% | 677 +2 | +0.3% | +$91 | |||
| $30.9K | 0% | 293 +177 | +153% | +$18.7K | |||
| $30.6K | 0% | 461 +426 | +1,217% | +$28.3K | |||
| $30.5K | 0% | 2,050 +700 | +52% | +$10.4K | |||
| $30.4K | 0% | 1,220 | – | – |
