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
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$660K
3
+$274K
4
JPM icon
JPMorgan Chase
JPM
+$241K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$228K

Top Sells

1
+$1.74M
2
+$486K
3
+$251K
4
VUG icon
Vanguard Growth ETF
VUG
+$162K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$114K

Sector Composition

1 Technology 8.46%
2 Financials 8.41%
3 Consumer Discretionary 4.6%
4 Healthcare 4.53%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.47%
4,303
-241
52
$546K 0.44%
8,100
+599
53
$530K 0.43%
2,265
54
$522K 0.42%
9,323
-276
55
$506K 0.41%
1,874
+146
56
$502K 0.41%
13,375
57
$489K 0.4%
2,840
58
$486K 0.39%
4,146
59
$485K 0.39%
1,283
-10
60
$466K 0.38%
1,966
+156
61
$436K 0.35%
9,687
+17
62
$436K 0.35%
1,889
-27
63
$435K 0.35%
10,609
64
$432K 0.35%
1,355
-19
65
$425K 0.35%
3,758
+500
66
$420K 0.34%
55,437
67
$415K 0.34%
3,180
+291
68
$410K 0.33%
7,495
69
$408K 0.33%
4,783
+441
70
$406K 0.33%
9,856
+1,544
71
$405K 0.33%
20,177
72
$401K 0.33%
5,468
+1,000
73
$400K 0.32%
2,122
74
$397K 0.32%
3,065
+284
75
$395K 0.32%
9,851
1 2
3
4 5