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
$1.58K0%22
+20
+1,000%
+$1.44K
$1.58K0%8
-37
-82%
-$7.29K
$1.58K0%17 New
+$1.58K
$1.57K0%48 ––
$1.56K0%8
+6
+300%
+$1.17K
$1.56K0%96
+89
+1,271%
+$1.44K
$1.55K0%5 New
+$1.55K
$1.55K0%23
-42
-65%
-$2.82K
$1.54K0%44
-224
-84%
-$7.82K
$1.53K0%60 New
+$1.53K
$1.53K0%19
+13
+217%
+$1.05K
$1.52K0%174
-141
-45%
-$1.23K
$1.52K0%56
-896
-94%
-$24.2K
$1.51K0%32
-58
-64%
-$2.74K
$1.51K0%206
+193
+1,485%
+$1.41K
$1.5K0%181
+170
+1,545%
+$1.41K
$1.5K0%8 ––
$1.5K0%204
+198
+3,300%
+$1.46K
$1.5K0%31
+17
+121%
+$821
$1.5K0%15 New
+$1.5K
$1.49K0%25
+10
+67%
+$595
$1.49K0%40
+28
+233%
+$1.04K
$1.48K0%66 New
+$1.48K
$1.48K0%47 ––
$1.48K0%63
+45
+250%
+$1.06K
1 8889909192129