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 | |
|---|---|---|---|---|---|---|---|
| $2.77K | 0% | 574 -1,612 | -74% | -$7.77K | |||
| $2.76K | 0% | 723 +254 | +54% | +$968 | |||
| $2.75K | 0% | 56 +39 | +229% | +$1.91K | |||
| $2.74K | 0% | 189 | New | +$2.74K | |||
| $2.72K | 0% | 190 | – | – | |||
| $2.72K | 0% | 93 | – | – | |||
| $2.7K | 0% | 64 | – | – | |||
| $2.69K | 0% | 67 +64 | +2,133% | +$2.57K | |||
| $2.69K | 0% | 75 +43 | +134% | +$1.54K | |||
| $2.68K | 0% | 147 | – | – | |||
| $2.68K | 0% | 121 | New | +$2.68K | |||
| $2.66K | 0% | 124 +61 | +97% | +$1.31K | |||
| $2.66K | 0% | 143 | New | +$2.66K | |||
| $2.65K | 0% | 535 +26 | +5% | +$129 | |||
| $2.65K | 0% | 258 +178 | +223% | +$1.83K | |||
| $2.64K | 0% | 30 +5 | +20% | +$441 | |||
| $2.64K | 0% | 71 -2,950 | -98% | -$110K | |||
| $2.64K | 0% | 70 | – | – | |||
| $2.62K | 0% | 107 +78 | +269% | +$1.91K | |||
| $2.61K | 0% | 627 -103 | -14% | -$428 | |||
| $2.61K | 0% | 101 | – | – | |||
| $2.6K | 0% | 3,304 | – | – | |||
| $2.6K | 0% | 33 -8 | -20% | -$629 | |||
| $2.59K | 0% | 141 -206 | -59% | -$3.79K | |||
| $2.59K | 0% | 274 | – | – |
