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
$55.1M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$317K
3 +$298K
4
ACN icon
Accenture
ACN
+$270K
5
EMR icon
Emerson Electric
EMR
+$267K

Sector Composition

1 Technology 12.2%
2 Healthcare 8.74%
3 Financials 5.87%
4 Consumer Staples 4.32%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.38%
+816
102
$202K 0.37%
1,951
+1
103
$202K 0.37%
1,029
+24
104
-4,479
105
-11,083
106
-2,266
107
-2,468
108
-4,000
109
-1,335
110
-5,589
111
-2,350
112
-5,209
113
-10,275
114
-779