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 | |
|---|---|---|---|---|---|---|---|
| $16.7K | 0% | 1,238 | – | – | |||
| $16.7K | 0% | 63 +45 | +250% | +$11.9K | |||
| $16.6K | 0% | 577 -153 | -21% | -$4.4K | |||
| $16.6K | 0% | 6,342 +24 | +0.4% | +$63 | |||
| $16.4K | 0% | 272 +138 | +103% | +$8.34K | |||
| $16.4K | 0% | 332 | New | +$16.4K | |||
| $16.3K | 0% | 842 -775 | -48% | -$15K | |||
| $16.3K | 0% | 100 -23 | -19% | -$3.76K | |||
| $16.3K | 0% | 218 | – | – | |||
| $16.3K | 0% | 3,638 | New | +$16.3K | |||
| $16.3K | 0% | 2,000 | – | – | |||
| $16.3K | 0% | 242 | – | – | |||
| $16.2K | 0% | 126 +41 | +48% | +$5.28K | |||
| $16.2K | 0% | 1,540 -395 | -20% | -$4.16K | |||
| $16.2K | 0% | 1,500 | – | – | |||
| $16.1K | 0% | 79 +63 | +394% | +$12.9K | |||
| $16.1K | 0% | 323 +4 | +1% | +$199 | |||
| $16K | 0% | 92 | – | – | |||
| $15.9K | 0% | 1,505 -220 | -13% | -$2.33K | |||
| $15.7K | 0% | 374 | – | – | |||
| $15.5K | 0% | 500 | – | – | |||
| $15.5K | 0% | 136 +135 | +13,500% | +$15.4K | |||
| $15.5K | 0% | 1,797 +156 | +10% | +$1.34K | |||
| $15.5K | 0% | 300 +142 | +90% | +$7.31K | |||
| $15.4K | 0% | 271 +162 | +149% | +$9.2K |
