LFG
Lockerman Financial Group Portfolio holdings
AUM
$79.3M
1-Year Est. Return
16.42%
1 Year Est. Return
+16.42%
AUM
$74.3M
AUM Growth
+$8.17M
(+12%)
Holding
132
Top Buys
| 1 | +$804K | |
| 2 | +$701K | |
| 3 | +$668K | |
| 4 |
SPDR Dow Jones REIT ETF
RWR
|
+$459K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$433K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$497K | |
| 3 | +$410K | |
| 4 |
Walt Disney
DIS
|
+$405K |
| 5 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
+$402K |
Sector Composition
| 1 | Technology | 10.6% |
| 2 | Healthcare | 6.75% |
| 3 | Financials | 5.71% |
| 4 | Industrials | 4.02% |
| 5 | Communication Services | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Walt Disney
DIS
$199B
| – | – |
-4,108
|
|
||
127
Chevron
CVX
$308B
| – | – |
-1,424
|
|
||
128
CSX Corp
CSX
$68.2B
| – | – |
-8,518
|
|
||
129
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| – | – |
-4,284
|
|
||
130
ASML
ASML
$400B
| – | – |
-500
|
|
||
131
American Tower
AMT
$89.6B
| – | – |
-1,100
|
|
||
132
Amgen
AMGN
$161B
| – | – |
-1,203
|
|