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
51
$516K 0.46%
2,265
-330
52
$496K 0.44%
7,501
53
$486K 0.43%
17,411
-14,800
54
$483K 0.43%
3,215
+155
55
$481K 0.42%
4,146
56
$478K 0.42%
1,293
-173
57
$439K 0.39%
2,840
-200
58
$439K 0.39%
3,258
59
$430K 0.38%
9,851
60
$429K 0.38%
1,810
+8
61
$429K 0.38%
1,916
+1
62
$421K 0.37%
9,670
-725
63
$419K 0.37%
1,374
+300
64
$413K 0.36%
1,728
+19
65
$408K 0.36%
1,091
66
$391K 0.35%
13,375
67
$386K 0.34%
10,609
68
$384K 0.34%
7,495
+2,200
69
$378K 0.33%
33,190
+19,060
70
$375K 0.33%
20,177
+6,667
71
$375K 0.33%
2,122
72
$369K 0.33%
55,437
+11,000
73
$364K 0.32%
13,599
74
$364K 0.32%
7,316
-366
75
$352K 0.31%
2,781
-15
1 2
3
4 5