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
$127M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$657K
3
+$619K
4
DOW icon
Dow Inc
DOW
+$559K
5
VTV icon
Vanguard Value ETF
VTV
+$529K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$622K
4
FDX icon
FedEx
FDX
+$351K
5
APAM icon
Artisan Partners
APAM
+$329K

Sector Composition

1 Financials 7.46%
2 Technology 7.08%
3 Healthcare 6.49%
4 Consumer Staples 4.34%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.46%
3,977
+98
52
$564K 0.45%
4,483
+160
53
$559K 0.44%
2,200
+77
54
$559K 0.44%
+11,093
55
$520K 0.41%
14,857
+2,013
56
$519K 0.41%
2,237
+105
57
$518K 0.41%
1,966
58
$500K 0.39%
1,027
+1
59
$493K 0.39%
10,875
60
$491K 0.39%
3,621
-2
61
$480K 0.38%
5,170
+325
62
$478K 0.38%
3,976
+407
63
$476K 0.38%
34,115
64
$474K 0.37%
10,249
-169
65
$468K 0.37%
1,091
66
$457K 0.36%
5,468
67
$442K 0.35%
1,399
68
$437K 0.35%
7,495
69
$436K 0.34%
2,859
+423
70
$433K 0.34%
2,020
+232
71
$426K 0.34%
10,813
+1,911
72
$421K 0.33%
5,080
+301
73
$416K 0.33%
55,437
74
$415K 0.33%
1,081
+100
75
$410K 0.32%
5,425
+1
1 2
3
4 5