LFG

Lockerman Financial Group Portfolio holdings

AUM $79.3M
1-Year Est. Return 16.42%
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.3M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$3.38M
2 +$449K
3 +$346K
4
PAYX icon
Paychex
PAYX
+$292K
5
META icon
Meta Platforms (Facebook)
META
+$283K

Sector Composition

1 Healthcare 13.46%
2 Technology 7.26%
3 Financials 6.29%
4 Real Estate 4.42%
5 Utilities 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,160
77
-5,028