LFG

Larson Financial Group Portfolio holdings

AUM $2.1B
This Quarter Return
-1.95%
1 Year Return
+7.19%
3 Year Return
+22.7%
5 Year Return
+95.28%
10 Year Return
–
AUM
$2.1B
AUM Growth
+$174M
Cap. Flow
+$225M
Cap. Flow %
10.68%
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
$1.63M
5
$1.59M

Sector Composition

1Technology12.08%
2Financials4.94%
3Consumer Discretionary4.16%
4Healthcare3.93%
5Industrials3.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.99K﹤0.01% 39
+32
+457%
+$1.64K
$1.98K﹤0.01% 57
+39
+217%
+$1.35K
$1.97K﹤0.01% 3,426––
$1.97K﹤0.01% 219
-455
-68%
-$4.09K
$1.96K﹤0.01% 23
+18
+360%
+$1.53K
$1.95K﹤0.01% 151
+1
+0.7%
+$13
$1.95K﹤0.01%
+85
 New
+$1.95K
$1.94K﹤0.01% 60
+35
+140%
+$1.13K
$1.93K﹤0.01%
+37
 New
+$1.93K
$1.93K﹤0.01%
+1
 New
+$1.93K
$1.92K﹤0.01% 222
-214
-49%
-$1.85K
$1.92K﹤0.01%
+626
 New
+$1.92K
$1.9K﹤0.01% 369
+354
+2,360%
+$1.82K
$1.9K﹤0.01%
+45
 New
+$1.9K
$1.9K﹤0.01%
+409
 New
+$1.9K
$1.9K﹤0.01% 82––
$1.89K﹤0.01% 31
-3
-9%
-$183
$1.88K﹤0.01% 62
+31
+100%
+$939
$1.88K﹤0.01% 115––
$1.87K﹤0.01%
+105
 New
+$1.87K
$1.87K﹤0.01%
+135
 New
+$1.87K
$1.87K﹤0.01% 49
+33
+206%
+$1.26K
$1.87K﹤0.01%
+43
 New
+$1.87K
$1.87K﹤0.01% 500––
$1.86K﹤0.01%
+135
 New
+$1.86K
1 8586878889129