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 | |
|---|---|---|---|---|---|---|---|
| $2.35K | 0% | 115 | – | – | |||
| $2.34K | 0% | 24 | New | +$2.34K | |||
| $2.33K | 0% | 117 | New | +$2.33K | |||
| $2.31K | 0% | 44 +14 | +47% | +$735 | |||
| $2.31K | 0% | 7 | New | +$2.31K | |||
| $2.3K | 0% | 23 | – | – | |||
| $2.29K | 0% | 15 | New | +$2.29K | |||
| $2.29K | 0% | 241 | – | – | |||
| $2.27K | 0% | 100 | – | – | |||
| $2.27K | 0% | 74 -3 | -4% | -$92 | |||
| $2.26K | 0% | 157 | – | – | |||
| $2.26K | 0% | 10 +5 | +100% | +$1.13K | |||
| $2.25K | 0% | 18 | – | – | |||
| $2.25K | 0% | 115 -50 | -30% | -$980 | |||
| $2.25K | 0% | 257 | New | +$2.25K | |||
| $2.24K | 0% | 17 +15 | +750% | +$1.98K | |||
| $2.24K | 0% | 74 +61 | +469% | +$1.84K | |||
| $2.23K | 0% | 9 -44 | -83% | -$10.9K | |||
| $2.23K | 0% | 24 +20 | +500% | +$1.86K | |||
| $2.23K | 0% | 91 +76 | +507% | +$1.86K | |||
| $2.23K | 0% | 23 -431 | -95% | -$41.8K | |||
| $2.22K | 0% | 234 | New | +$2.22K | |||
| $2.22K | 0% | 43 +30 | +231% | +$1.55K | |||
| $2.22K | 0% | 75 | New | +$2.22K | |||
| $2.22K | 0% | 59 -234 | -80% | -$8.79K |
