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 | |
|---|---|---|---|---|---|---|---|
| $1.85K | 0% | 45 | New | +$1.85K | |||
| $1.84K | 0% | 28 | New | +$1.84K | |||
| $1.83K | 0% | 226 | – | – | |||
| $1.83K | 0% | 53 +43 | +430% | +$1.48K | |||
| $1.83K | 0% | 116 | New | +$1.83K | |||
| $1.8K | 0% | 51 +25 | +96% | +$884 | |||
| $1.8K | 0% | 148 | New | +$1.8K | |||
| $1.8K | 0% | 16 | – | – | |||
| $1.79K | 0% | 75 -815 | -92% | -$19.5K | |||
| $1.78K | 0% | 40 -92 | -70% | -$4.1K | |||
| $1.78K | 0% | 67 -52 | -44% | -$1.38K | |||
| $1.78K | 0% | 205 | New | +$1.78K | |||
| $1.77K | 0% | 85 +1 | +1% | +$21 | |||
| $1.77K | 0% | 130 | New | +$1.77K | |||
| $1.77K | 0% | 14 +13 | +1,300% | +$1.65K | |||
| $1.76K | 0% | 38 | – | – | |||
| $1.76K | 0% | 58 -144 | -71% | -$4.37K | |||
| $1.75K | 0% | 6 | New | +$1.75K | |||
| $1.74K | 0% | 21 | – | – | |||
| $1.73K | 0% | 63 +48 | +320% | +$1.32K | |||
| $1.73K | 0% | 121 | New | +$1.73K | |||
| $1.72K | 0% | 20 +3 | +18% | +$258 | |||
| $1.72K | 0% | 68 -1,004 | -94% | -$25.4K | |||
| $1.72K | 0% | 84 | New | +$1.72K | |||
| $1.71K | 0% | 15 +3 | +25% | +$343 |
