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 | 12.1% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $8.16K | 0% | 841 +335 | +66% | +$3.25K | |||
| $8.12K | 0% | 2,092 | New | +$8.12K | |||
| $8.1K | 0% | 877 | New | +$8.1K | |||
| $8.05K | 0% | 123 +11 | +10% | +$720 | |||
| $8.04K | 0% | 601 +559 | +1,331% | +$7.47K | |||
| $8.01K | 0% | 1,000 | – | – | |||
| $8.01K | 0% | 701 -264 | -27% | -$3.02K | |||
| $7.96K | 0% | 228 +225 | +7,500% | +$7.85K | |||
| $7.95K | 0% | 25 | – | – | |||
| $7.94K | 0% | 838 | New | +$7.94K | |||
| $7.85K | 0% | 330 | – | – | |||
| $7.84K | 0% | 1,831 | New | +$7.84K | |||
| $7.81K | 0% | 111 -13 | -10% | -$915 | |||
| $7.77K | 0% | 144 -77 | -35% | -$4.16K | |||
| $7.76K | 0% | 61 +60 | +6,000% | +$7.64K | |||
| $7.76K | 0% | 330 | – | – | |||
| $7.76K | 0% | 29 | New | +$7.76K | |||
| $7.75K | 0% | 137 +44 | +47% | +$2.49K | |||
| $7.73K | 0% | 222 | – | – | |||
| $7.73K | 0% | 559 +359 | +180% | +$4.96K | |||
| $7.7K | 0% | 283 -764 | -73% | -$20.8K | |||
| $7.7K | 0% | 263 +96 | +57% | +$2.81K | |||
| $7.68K | 0% | 421 | New | +$7.68K | |||
| $7.67K | 0% | 2,939 +79 | +3% | +$206 | |||
| $7.67K | 0% | 257 | New | +$7.67K |
