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 | |
|---|---|---|---|---|---|---|---|
| $5.42K | 0% | 2,534 +2,479 | +4,507% | +$5.31K | |||
| $5.41K | 0% | 413 | New | +$5.41K | |||
| $5.41K | 0% | 973 | – | – | |||
| $5.37K | 0% | 15 +14 | +1,400% | +$5.01K | |||
| $5.36K | 0% | 31 | New | +$5.36K | |||
| $5.31K | 0% | 116 +50 | +76% | +$2.29K | |||
| $5.29K | 0% | 88 +9 | +11% | +$541 | |||
| $5.28K | 0% | 236 +2 | +0.9% | +$45 | |||
| $5.26K | 0% | 271 -4 | -1% | -$78 | |||
| $5.26K | 0% | 126 +17 | +16% | +$710 | |||
| $5.22K | 0% | 58 +55 | +1,833% | +$4.95K | |||
| $5.21K | 0% | 100 +93 | +1,329% | +$4.84K | |||
| $5.21K | 0% | 184 +165 | +868% | +$4.67K | |||
| $5.18K | 0% | 1,000 | – | – | |||
| $5.12K | 0% | 130 | New | +$5.12K | |||
| $5.09K | 0% | 16 +14 | +700% | +$4.46K | |||
| $5.08K | 0% | 67 +37 | +123% | +$2.81K | |||
| $5.07K | 0% | 64 | New | +$5.07K | |||
| $5K | 0% | 134 | New | +$5K | |||
| $4.96K | 0% | 159 +148 | +1,345% | +$4.62K | |||
| $4.95K | 0% | 386 -12,710 | -97% | -$163K | |||
| $4.92K | 0% | 346 -1,163 | -77% | -$16.5K | |||
| $4.91K | 0% | 364 +8 | +2% | +$108 | |||
| $4.9K | 0% | 120 | New | +$4.9K | |||
| $4.88K | 0% | 569 -8 | -1% | -$69 |
