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 | |
|---|---|---|---|---|---|---|---|
| $4.86K | 0% | 343 | – | – | |||
| $4.85K | 0% | 129 | New | +$4.85K | |||
| $4.81K | 0% | 48 | New | +$4.81K | |||
| $4.81K | 0% | 375 | New | +$4.81K | |||
| $4.8K | 0% | 250 | New | +$4.8K | |||
| $4.78K | 0% | 190 | New | +$4.78K | |||
| $4.77K | 0% | 187 +3 | +2% | +$77 | |||
| $4.77K | 0% | 1,138 | – | – | |||
| $4.75K | 0% | 127 | New | +$4.75K | |||
| $4.74K | 0% | 43 | New | +$4.74K | |||
| $4.73K | 0% | 237 | – | – | |||
| $4.69K | 0% | 100 +23 | +30% | +$1.08K | |||
| $4.65K | 0% | 63 | New | +$4.65K | |||
| $4.62K | 0% | 189 -131 | -41% | -$3.2K | |||
| $4.62K | 0% | 22 +20 | +1,000% | +$4.2K | |||
| $4.59K | 0% | 86 -224 | -72% | -$12K | |||
| $4.58K | 0% | 180 | New | +$4.58K | |||
| $4.56K | 0% | 26 -50 | -66% | -$8.77K | |||
| $4.54K | 0% | 275 | New | +$4.54K | |||
| $4.54K | 0% | 69 -200 | -74% | -$13.1K | |||
| $4.52K | 0% | 225 +110 | +96% | +$2.21K | |||
| $4.52K | 0% | 2,824 | New | +$4.52K | |||
| $4.52K | 0% | 10,000 | New | +$4.52K | |||
| $4.51K | 0% | 40 -1,166 | -97% | -$131K | |||
| $4.51K | 0% | 104 | – | – |
