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 | |
|---|---|---|---|---|---|---|---|
| $1.07K | 0% | 16 -27 | -63% | -$1.81K | |||
| $1.07K | 0% | 104 -438 | -81% | -$4.52K | |||
| $1.07K | 0% | 109 +34 | +45% | +$333 | |||
| $1.06K | 0% | 15 +7 | +88% | +$496 | |||
| $1.06K | 0% | 16 | – | – | |||
| $1.06K | 0% | 106 | New | +$1.06K | |||
| $1.06K | 0% | 50 +45 | +900% | +$951 | |||
| $1.05K | 0% | 63 | New | +$1.05K | |||
| $1.04K | 0% | 8 | – | – | |||
| $1.04K | 0% | 48 | – | – | |||
| $1.03K | 0% | 84 +1 | +1% | +$12 | |||
| $1.03K | 0% | 34 -29 | -46% | -$881 | |||
| $1.03K | 0% | 30 | New | +$1.03K | |||
| $1.02K | 0% | 64 | New | +$1.02K | |||
| $1.02K | 0% | 97 +87 | +870% | +$912 | |||
| $1.01K | 0% | 17 | New | +$1.01K | |||
| $1.01K | 0% | 160 -40 | -20% | -$253 | |||
| $1.01K | 0% | 40 | New | +$1.01K | |||
| $1.01K | 0% | 66 | New | +$1.01K | |||
| $1.01K | 0% | 12 -13 | -52% | -$1.09K | |||
| $1K | 0% | 39 | New | +$1K | |||
| $1K | 0% | 129 | New | +$1K | |||
| $999 | 0% | 27 -30 | -53% | -$1.11K | |||
| $993 | 0% | 62 | – | – | |||
| $986 | 0% | 13 | New | +$986 |
