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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.09M
3
+$916K
4
FRT icon
Federal Realty Investment Trust
FRT
+$893K
5
VUG icon
Vanguard Growth ETF
VUG
+$717K

Top Sells

1
+$4.36M
2
+$957K
3
+$720K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$584K
5
LLY icon
Eli Lilly
LLY
+$305K

Sector Composition

1 Technology 10.18%
2 Healthcare 5.58%
3 Financials 4.05%
4 Consumer Staples 3.23%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.98%
14,299
-2,038
27
$2.08M 0.98%
33,277
+474
28
$1.85M 0.87%
11,215
+785
29
$1.79M 0.84%
4,398
+329
30
$1.77M 0.83%
7,196
+1,240
31
$1.69M 0.79%
24,940
+1,804
32
$1.68M 0.79%
10,480
33
$1.6M 0.75%
22,607
+1,804
34
$1.57M 0.74%
60,374
+4,457
35
$1.55M 0.73%
13,497
-991
36
$1.47M 0.69%
3,149
+370
37
$1.45M 0.68%
6,568
+526
38
$1.23M 0.58%
8,331
+641
39
$1.21M 0.57%
2,367
-1,413
40
$1.19M 0.56%
1,511
+148
41
$1.18M 0.55%
8,354
+723
42
$1.17M 0.55%
3,441
+356
43
$1.17M 0.55%
3,742
+449
44
$1.17M 0.55%
7,068
+711
45
$1.15M 0.54%
5,903
+572
46
$1.15M 0.54%
24,139
+2,544
47
$1.13M 0.53%
5,284
+512
48
$1.1M 0.52%
8,930
+1,830
49
$1.1M 0.52%
14,322
+328
50
$1.1M 0.52%
19,352
+602
1
2
3 4 5