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
$201M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.9M
3
+$2.39M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$2.05M
5
CMDT icon
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
+$2.03M

Top Sells

1
+$3.64M
2
+$2.55M
3
+$1.38M
4
DE icon
Deere & Co
DE
+$657K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$643K

Sector Composition

1 Technology 9.23%
2 Healthcare 5.76%
3 Financials 4.15%
4 Consumer Staples 3.3%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.01%
+74,638
27
$2.02M 1.01%
3,868
+242
28
$1.87M 0.93%
3,780
+75
29
$1.71M 0.85%
4,069
-30
30
$1.69M 0.84%
10,430
+293
31
$1.68M 0.84%
14,488
-34
32
$1.54M 0.77%
6,042
+187
33
$1.48M 0.74%
55,917
-7,519
34
$1.39M 0.69%
23,136
+810
35
$1.39M 0.69%
10,480
-140
36
$1.36M 0.68%
7,690
+246
37
$1.35M 0.67%
+5,956
38
$1.33M 0.66%
20,803
+931
39
$1.26M 0.63%
2,779
+132
40
$1.25M 0.62%
7,631
+611
41
$1.14M 0.57%
1,363
+51
42
$1.12M 0.56%
5,549
-129
43
$1.11M 0.55%
6,357
+402
44
$1.1M 0.55%
3,085
+134
45
$1.09M 0.54%
22,194
-561
46
$1.09M 0.54%
4,050
+198
47
$1.08M 0.54%
18,750
+2,329
48
$1.08M 0.54%
3,593
-16
49
$1.08M 0.54%
21,595
+1,150
50
$1.07M 0.53%
13,994
+345
1
2
3 4 5