LFG

Larson Financial Group Portfolio holdings

AUM $2.1B
AUM
$2.1B
AUM Growth
+$174M
Cap. Flow
+$231M
Cap. Flow %
10.98%
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

1Technology12.1%
2Financials4.94%
3Consumer Discretionary4.16%
4Healthcare3.93%
5Industrials3.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.99K0%39
+32
+457%
+$1.64K
$1.98K0%57
+39
+217%
+$1.35K
$1.97K0%3,426 ––
$1.97K0%219
-455
-68%
-$4.09K
$1.96K0%23
+18
+360%
+$1.53K
$1.95K0%151
+1
+0.7%
+$13
$1.95K0%85 New
+$1.95K
$1.94K0%60
+35
+140%
+$1.13K
$1.93K0%37 New
+$1.93K
$1.93K0%1 New
+$1.93K
$1.92K0%222
-214
-49%
-$1.85K
$1.92K0%626 New
+$1.92K
$1.9K0%369
+354
+2,360%
+$1.82K
$1.9K0%45 New
+$1.9K
$1.9K0%409 New
+$1.9K
$1.9K0%82 ––
$1.89K0%31
-3
-9%
-$183
$1.88K0%62
+31
+100%
+$939
$1.88K0%115 ––
$1.87K0%105 New
+$1.87K
$1.87K0%135 New
+$1.87K
$1.87K0%49
+33
+206%
+$1.26K
$1.87K0%43 New
+$1.87K
$1.87K0%500 ––
$1.86K0%135 New
+$1.86K
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