LIG

Lokken Investment Group Portfolio holdings

AUM $260M
1-Year Est. Return 13.04%
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$941K
3
+$615K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
BAC icon
Bank of America
BAC
+$322K

Top Sells

1
+$1.52M
2
+$1.34M
3
+$715K
4
ANVS icon
Annovis Bio
ANVS
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$398K

Sector Composition

1 Technology 8.16%
2 Financials 7.71%
3 Healthcare 4.87%
4 Consumer Staples 4.63%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.95%
44,728
-383
27
$997K 0.88%
5,241
+278
28
$992K 0.88%
27,375
+1,216
29
$978K 0.86%
72,922
-601
30
$941K 0.83%
+51,983
31
$886K 0.78%
4,741
-419
32
$877K 0.77%
14,461
-59
33
$812K 0.72%
54,997
-210
34
$785K 0.69%
14,065
35
$749K 0.66%
32,752
+1,483
36
$712K 0.63%
15,735
+3
37
$709K 0.63%
1,905
-189
38
$701K 0.62%
43,500
+2,118
39
$698K 0.62%
13,501
+285
40
$692K 0.61%
9,281
-1,104
41
$665K 0.59%
3,283
-617
42
$627K 0.55%
2,961
-301
43
$623K 0.55%
2,215
+50
44
$615K 0.54%
+14,711
45
$615K 0.54%
4,544
+172
46
$589K 0.52%
10,886
+35
47
$588K 0.52%
6,518
-200
48
$563K 0.5%
10,790
+220
49
$558K 0.49%
9,599
+269
50
$530K 0.47%
6,825
+1,804
1
2
3 4 5