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 | |
|---|---|---|---|---|---|---|---|
| $3.15K | 0% | 21 +1 | +5% | +$150 | |||
| $3.15K | 0% | 231 +103 | +80% | +$1.4K | |||
| $3.14K | 0% | 221 +190 | +613% | +$2.7K | |||
| $3.14K | 0% | 1,000 | – | – | |||
| $3.14K | 0% | 20 | New | +$3.14K | |||
| $3.1K | 0% | 74 +44 | +147% | +$1.84K | |||
| $3.09K | 0% | 29 -175 | -86% | -$18.7K | |||
| $3.09K | 0% | 72 | – | – | |||
| $3.08K | 0% | 38 | New | +$3.08K | |||
| $3.08K | 0% | 137 +44 | +47% | +$989 | |||
| $3.07K | 0% | 1,011 | – | – | |||
| $3.05K | 0% | 20 +18 | +900% | +$2.75K | |||
| $3.05K | 0% | 31 +27 | +675% | +$2.66K | |||
| $3.04K | 0% | 805 | – | – | |||
| $3.04K | 0% | 7 | New | +$3.04K | |||
| $3.03K | 0% | 9 | New | +$3.03K | |||
| $3.03K | 0% | 66 +62 | +1,550% | +$2.85K | |||
| $3.02K | 0% | 37 +34 | +1,133% | +$2.78K | |||
| $3.02K | 0% | 283 +278 | +5,560% | +$2.97K | |||
| $3.02K | 0% | 509 | New | +$3.02K | |||
| $3.01K | 0% | 21 | New | +$3.01K | |||
| $2.99K | 0% | 71 | – | – | |||
| $2.98K | 0% | 156 +123 | +373% | +$2.35K | |||
| $2.98K | 0% | 36 | New | +$2.98K | |||
| $2.97K | 0% | 24 | New | +$2.97K |
