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 | |
|---|---|---|---|---|---|---|---|
| $14.5K | 0% | 332 | New | +$14.5K | |||
| $14.4K | 0% | 118 +107 | +973% | +$13.1K | |||
| $14.4K | 0% | 400 | – | – | |||
| $14.4K | 0% | 155 -2 | -1% | -$185 | |||
| $14.4K | 0% | 280 | New | +$14.4K | |||
| $14.3K | 0% | 1,000 | – | – | |||
| $14.3K | 0% | 711 +708 | +23,600% | +$14.2K | |||
| $14.2K | 0% | 300 | – | – | |||
| $14.2K | 0% | 243 | – | – | |||
| $14.2K | 0% | 1,125 -65 | -5% | -$819 | |||
| $14.2K | 0% | 140 | New | +$14.2K | |||
| $14.1K | 0% | 284 +260 | +1,083% | +$12.9K | |||
| $14.1K | 0% | 273 +267 | +4,450% | +$13.8K | |||
| $14.1K | 0% | 500 | – | – | |||
| $14.1K | 0% | 2,000 | – | – | |||
| $14.1K | 0% | 600 | – | – | |||
| $14K | 0% | 1,050 | – | – | |||
| $14K | 0% | 227 +2 | +0.9% | +$123 | |||
| $14K | 0% | 331 -8 | -2% | -$337 | |||
| $13.9K | 0% | 1,070 | New | +$13.9K | |||
| $13.9K | 0% | 460 +136 | +42% | +$4.12K | |||
| $13.9K | 0% | 154 | – | – | |||
| $13.9K | 0% | 452 +2 | +0.4% | +$61 | |||
| $13.9K | 0% | 1,829 | – | – | |||
| $13.8K | 0% | 322 +1 | +0.3% | +$43 |
