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
51
$486K 0.44%
+4,146
52
$479K 0.44%
+194,049
53
$449K 0.41%
+10,395
54
$441K 0.4%
+3,060
55
$440K 0.4%
+1,802
56
$411K 0.38%
+1,915
57
$396K 0.36%
+9,851
58
$384K 0.35%
+1,709
59
$349K 0.32%
+2,122
60
$345K 0.32%
+4,468
61
$345K 0.32%
+7,682
62
$344K 0.31%
+5,021
63
$327K 0.3%
+4,567
64
$323K 0.29%
+2,796
65
$316K 0.29%
+2,877
66
$303K 0.28%
+3,258
67
$294K 0.27%
+1,091
68
$290K 0.26%
+6,150
69
$289K 0.26%
+13,599
70
$289K 0.26%
+4,701
71
$285K 0.26%
+1,074
72
$284K 0.26%
+1,906
73
$280K 0.26%
+5,114
74
$279K 0.25%
+12,826
75
$276K 0.25%
+10,609
1 2
3
4 5