LFG
Lockerman Financial Group Portfolio holdings
AUM
$74.3M
This Quarter Return
+0.76%
1 Year Return
+15.49%
3 Year Return
+56.44%
5 Year Return
–
10 Year Return
–
AUM
$58.8M
AUM Growth
+$58.8M
(-0.54%)
Cap. Flow
-$182K
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
34.97%
Holding
111
New
9
Increased
28
Reduced
44
Closed
8
Top Buys
Top Sells
| 1 |
Prologis
PLD
|
$531K |
| 2 |
Lockheed Martin
LMT
|
$379K |
| 3 |
MetLife
MET
|
$289K |
| 4 |
Cincinnati Financial
CINF
|
$279K |
| 5 |
Philip Morris
PM
|
$273K |
Sector Composition
| 1 | Technology | 11.94% |
| 2 | Healthcare | 8.56% |
| 3 | Financials | 6.08% |
| 4 | Communication Services | 4.65% |
| 5 | Industrials | 3.97% |
