LIG

Lokken Investment Group Portfolio holdings

AUM $291M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.05M
3
+$7.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.46M
5
AAPL icon
Apple
AAPL
+$5.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.98%
2 Financials 6.49%
3 Healthcare 4.79%
4 Consumer Staples 4.5%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$963K 0.88%
+26,159
27
$913K 0.83%
+73,523
28
$871K 0.8%
+5,160
29
$847K 0.77%
+14,520
30
$820K 0.75%
+3,900
31
$797K 0.73%
+4,963
32
$756K 0.69%
+15,732
33
$734K 0.67%
+2,094
34
$713K 0.65%
+3,262
35
$679K 0.62%
+31,269
36
$673K 0.61%
+10,385
37
$644K 0.59%
+55,207
38
$628K 0.57%
+41,382
39
$608K 0.56%
+4,372
40
$591K 0.54%
+2,165
41
$591K 0.54%
+13,216
42
$580K 0.53%
+14,065
43
$569K 0.52%
+10,851
44
$568K 0.52%
+2,595
45
$548K 0.5%
+9,330
46
$540K 0.49%
+6,718
47
$532K 0.49%
+10,570
48
$520K 0.47%
+1,466
49
$512K 0.47%
+7,501
50
$495K 0.45%
+3,040
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