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 | |
|---|---|---|---|---|---|---|---|
| $22.7K | 0% | 1,211 +1,208 | +40,267% | +$22.6K | |||
| $22.6K | 0% | 430 | – | – | |||
| $22.5K | 0% | 774 +43 | +6% | +$1.25K | |||
| $22.5K | 0% | 571 +227 | +66% | +$8.95K | |||
| $22.4K | 0% | 415 +231 | +126% | +$12.5K | |||
| $22.4K | 0% | 201 +7 | +4% | +$781 | |||
| $22.3K | 0% | 1,000 | – | – | |||
| $22.3K | 0% | 2,076 | – | – | |||
| $22.2K | 0% | 2,880 +2,866 | +20,471% | +$22.1K | |||
| $22.2K | 0% | 708 -50 | -7% | -$1.57K | |||
| $22.2K | 0% | 366 +129 | +54% | +$7.81K | |||
| $22.1K | 0% | 1,226 +241 | +24% | +$4.34K | |||
| $22.1K | 0% | 72 +6 | +9% | +$1.84K | |||
| $22K | 0% | 313 +13 | +4% | +$916 | |||
| $22K | 0% | 353 +316 | +854% | +$19.7K | |||
| $21.9K | 0% | 674 +93 | +16% | +$3.02K | |||
| $21.9K | 0% | 1,956 +260 | +15% | +$2.91K | |||
| $21.8K | 0% | 321 -1,192 | -79% | -$81.1K | |||
| $21.8K | 0% | 978 | New | +$21.8K | |||
| $21.8K | 0% | 69 +11 | +19% | +$3.48K | |||
| $21.8K | 0% | 1,250 | – | – | |||
| $21.7K | 0% | 605 +31 | +5% | +$1.11K | |||
| $21.7K | 0% | 619 +534 | +628% | +$18.7K | |||
| $21.7K | 0% | 376 -565 | -60% | -$32.5K | |||
| $21.6K | 0% | 733 +2 | +0.3% | +$59 |
