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 | |
|---|---|---|---|---|---|---|---|
| $20.3K | 0% | 1,203 +9 | +0.8% | +$152 | |||
| $20.3K | 0% | 659 | – | – | |||
| $20.3K | 0% | 570 | – | – | |||
| $20.3K | 0% | 446 | – | – | |||
| $20.2K | 0% | 129 | New | +$20.2K | |||
| $20.2K | 0% | 1,678 | – | – | |||
| $20.2K | 0% | 384 | – | – | |||
| $20.1K | 0% | 167 -108 | -39% | -$13K | |||
| $20.1K | 0% | 205 | – | – | |||
| $20.1K | 0% | 205 -24 | -10% | -$2.35K | |||
| $20K | 0% | 392 -61 | -13% | -$3.11K | |||
| $20K | 0% | 218 | – | – | |||
| $19.9K | 0% | 25,000 | New | +$19.9K | |||
| $19.9K | 0% | 461 | – | – | |||
| $19.9K | 0% | 368 +3 | +0.8% | +$162 | |||
| $19.9K | 0% | 282 -810 | -74% | -$57K | |||
| $19.8K | 0% | 504 | New | +$19.8K | |||
| $19.8K | 0% | 880 | – | – | |||
| $19.8K | 0% | 406 | – | – | |||
| $19.7K | 0% | 178 +170 | +2,125% | +$18.9K | |||
| $19.7K | 0% | 475 | – | – | |||
| $19.7K | 0% | 417 +378 | +969% | +$17.8K | |||
| $19.6K | 0% | 3,415 +3,130 | +1,098% | +$18K | |||
| $19.6K | 0% | 425 | – | – | |||
| $19.5K | 0% | 406 -149 | -27% | -$7.17K |
