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
$1.16K﹤0.01% 5––
$1.16K﹤0.01% 52
-143
-73%
-$3.2K
$1.16K﹤0.01% 22
-3
-12%
-$158
$1.15K﹤0.01%
+81
 New
+$1.15K
$1.15K﹤0.01% 97
-82
-46%
-$973
$1.15K﹤0.01%
+20
 New
+$1.15K
$1.14K﹤0.01%
+16
 New
+$1.14K
$1.14K﹤0.01% 24––
$1.14K﹤0.01%
+4
 New
+$1.14K
$1.14K﹤0.01%
+37
 New
+$1.14K
$1.14K﹤0.01% 56
+53
+1,767%
+$1.07K
$1.13K﹤0.01% 25
+4
+19%
+$181
$1.12K﹤0.01%
+30
 New
+$1.12K
$1.12K﹤0.01% 52
+11
+27%
+$237
$1.12K﹤0.01% 63
-74
-54%
-$1.31K
$1.1K﹤0.01% 43
+22
+105%
+$564
$1.1K﹤0.01%
+43
 New
+$1.1K
$1.1K﹤0.01% 37
-325
-90%
-$9.66K
$1.1K﹤0.01% 44
+35
+389%
+$874
$1.09K﹤0.01% 7––
$1.09K﹤0.01% 13––
$1.08K﹤0.01% 123
+61
+98%
+$536
$1.08K﹤0.01%
+27
 New
+$1.08K
$1.08K﹤0.01% 9––
$1.08K﹤0.01%
+63
 New
+$1.08K
1 9293949596129