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
-$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.79M
3
+$2.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.82M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M

Top Sells

1
+$4M
2
+$3.88M
3
+$1.96M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$636K

Sector Composition

1 Technology 11.39%
2 Financials 9.29%
3 Healthcare 6.24%
4 Consumer Staples 4.35%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.43%
10,493
-986
52
$515K 0.42%
2,087
+48
53
$506K 0.41%
4,422
+915
54
$504K 0.41%
2,162
+1
55
$494K 0.4%
12,597
+666
56
$476K 0.39%
8,523
+449
57
$461K 0.37%
1,866
58
$455K 0.37%
12,165
+27
59
$451K 0.37%
8,893
-35
60
$450K 0.36%
3,548
+189
61
$447K 0.36%
10,368
+216
62
$446K 0.36%
12,543
+810
63
$444K 0.36%
7,495
64
$444K 0.36%
25,122
+8,200
65
$441K 0.36%
1,025
+1
66
$436K 0.35%
10,874
+2,550
67
$424K 0.34%
5,468
-43
68
$416K 0.34%
55,437
69
$411K 0.33%
8,853
+53
70
$405K 0.33%
5,424
71
$393K 0.32%
4,724
+245
72
$383K 0.31%
1,398
-19
73
$376K 0.3%
+4,845
74
$372K 0.3%
981
75
$356K 0.29%
2,257
1 2
3
4 5