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 | |
|---|---|---|---|---|---|---|---|
| $17.8K | 0% | 2,648 | New | +$17.8K | |||
| $17.6K | 0% | 1,127 | New | +$17.6K | |||
| $17.6K | 0% | 899 +874 | +3,496% | +$17.1K | |||
| $17.6K | 0% | 1,205 | New | +$17.6K | |||
| $17.5K | 0% | 473 +176 | +59% | +$6.53K | |||
| $17.5K | 0% | 313 -66 | -17% | -$3.69K | |||
| $17.5K | 0% | 1,000 | – | – | |||
| $17.4K | 0% | 123 +21 | +21% | +$2.97K | |||
| $17.4K | 0% | 168 -4 | -2% | -$414 | |||
| $17.3K | 0% | 330 +60 | +22% | +$3.15K | |||
| $17.3K | 0% | 280 +164 | +141% | +$10.1K | |||
| $17.3K | 0% | 3,674 +3,538 | +2,601% | +$16.6K | |||
| $17.3K | 0% | 3,000 -300 | -9% | -$1.73K | |||
| $17.2K | 0% | 1,085 +839 | +341% | +$13.3K | |||
| $17.2K | 0% | 72 | New | +$17.2K | |||
| $17.2K | 0% | 2,932 | New | +$17.2K | |||
| $17.1K | 0% | 403 | – | – | |||
| $17K | 0% | 712 +181 | +34% | +$4.31K | |||
| $16.9K | 0% | 359 +252 | +236% | +$11.9K | |||
| $16.9K | 0% | 527 -98 | -16% | -$3.14K | |||
| $16.8K | 0% | 143 +129 | +921% | +$15.2K | |||
| $16.8K | 0% | 729 | – | – | |||
| $16.8K | 0% | 432 | New | +$16.8K | |||
| $16.8K | 0% | 1,170 +23 | +2% | +$330 | |||
| $16.7K | 0% | 12,849 | – | – |
