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 | |
|---|---|---|---|---|---|---|---|
| $6.74K | 0% | 444 +441 | +14,700% | +$6.69K | |||
| $6.71K | 0% | 1,912 | New | +$6.71K | |||
| $6.7K | 0% | 117 +87 | +290% | +$4.98K | |||
| $6.69K | 0% | 396 +7 | +2% | +$118 | |||
| $6.69K | 0% | 315 +7 | +2% | +$149 | |||
| $6.68K | 0% | 352 | – | – | |||
| $6.67K | 0% | 213 -92 | -30% | -$2.88K | |||
| $6.66K | 0% | 80 | – | – | |||
| $6.65K | 0% | 54 | – | – | |||
| $6.64K | 0% | 109 -51 | -32% | -$3.1K | |||
| $6.52K | 0% | 150 | New | +$6.52K | |||
| $6.52K | 0% | 143 +126 | +741% | +$5.74K | |||
| $6.51K | 0% | 103 +78 | +312% | +$4.93K | |||
| $6.49K | 0% | 103 +101 | +5,050% | +$6.37K | |||
| $6.45K | 0% | 409 +22 | +6% | +$347 | |||
| $6.43K | 0% | 50 +49 | +4,900% | +$6.3K | |||
| $6.43K | 0% | 893 | New | +$6.43K | |||
| $6.42K | 0% | 50 +45 | +900% | +$5.78K | |||
| $6.42K | 0% | 2,840 +2,790 | +5,580% | +$6.31K | |||
| $6.42K | 0% | 96 -142 | -60% | -$9.49K | |||
| $6.41K | 0% | 99 | New | +$6.41K | |||
| $6.4K | 0% | 200 | New | +$6.4K | |||
| $6.4K | 0% | 284 | – | – | |||
| $6.39K | 0% | 416 | – | – | |||
| $6.37K | 0% | 356 +33 | +10% | +$591 |
