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
$123M
AUM Growth
-$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.79M
3
+$2.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.82M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M

Top Sells

1
+$4M
2
+$3.88M
3
+$1.96M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$636K

Sector Composition

1 Technology 11.39%
2 Financials 9.29%
3 Healthcare 6.24%
4 Consumer Staples 4.35%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.02%
5,763
-84
27
$1.22M 0.99%
14,195
+3
28
$1.15M 0.93%
22,938
+4,265
29
$984K 0.8%
1,916
+1
30
$939K 0.76%
45,930
-920
31
$836K 0.68%
4,789
+125
32
$834K 0.68%
9,136
+6
33
$812K 0.66%
10,579
-511
34
$789K 0.64%
5,489
+5
35
$782K 0.63%
55,976
-475
36
$751K 0.61%
3,059
-45
37
$746K 0.6%
14,935
-92
38
$696K 0.56%
89,497
39
$695K 0.56%
6,534
+349
40
$686K 0.56%
16,926
+525
41
$671K 0.54%
38,998
-243
42
$629K 0.51%
14,740
+547
43
$619K 0.5%
4,275
+73
44
$614K 0.5%
2,403
+109
45
$610K 0.49%
3,827
+148
46
$599K 0.49%
2,494
+249
47
$563K 0.46%
2,862
-32
48
$560K 0.45%
5,826
+113
49
$531K 0.43%
6,978
+327
50
$526K 0.43%
2,318
+114
1
2
3 4 5