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 | |
|---|---|---|---|---|---|---|---|
| $13.1K | 0% | 1,503 +1,388 | +1,207% | +$12.1K | |||
| $13.1K | 0% | 86 | New | +$13.1K | |||
| $13K | 0% | 97 +90 | +1,286% | +$12.1K | |||
| $13K | 0% | 444 -50 | -10% | -$1.47K | |||
| $12.9K | 0% | 42 +17 | +68% | +$5.24K | |||
| $12.9K | 0% | 5,513 | New | +$12.9K | |||
| $12.8K | 0% | 400 +99 | +33% | +$3.17K | |||
| $12.8K | 0% | 125 +40 | +47% | +$4.1K | |||
| $12.7K | 0% | 555 -144 | -21% | -$3.31K | |||
| $12.7K | 0% | 511 +2 | +0.4% | +$50 | |||
| $12.7K | 0% | 1,187 +14 | +1% | +$150 | |||
| $12.7K | 0% | 232 +52 | +29% | +$2.84K | |||
| $12.6K | 0% | 1,197 +1 | +0.1% | +$11 | |||
| $12.6K | 0% | 1,026 | New | +$12.6K | |||
| $12.6K | 0% | 1,024 +24 | +2% | +$295 | |||
| $12.5K | 0% | 238 +12 | +5% | +$629 | |||
| $12.4K | 0% | 301 +97 | +48% | +$3.99K | |||
| $12.4K | 0% | 177 -3 | -2% | -$209 | |||
| $12.3K | 0% | 794 | New | +$12.3K | |||
| $12.3K | 0% | 103 | – | – | |||
| $12.3K | 0% | 856 | – | – | |||
| $12.3K | 0% | 344 +264 | +330% | +$9.4K | |||
| $12.2K | 0% | 237 | – | – | |||
| $12.2K | 0% | 98 +36 | +58% | +$4.47K | |||
| $12.2K | 0% | 2,000 -169 | -8% | -$1.03K |
