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
$132M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.94M
3
+$1.85M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.55M
5
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$1.49M

Top Sells

1
+$3.92M
2
+$2.24M
3
+$2.03M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.41M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.2M

Sector Composition

1 Technology 8.53%
2 Healthcare 5.68%
3 Financials 4.8%
4 Consumer Discretionary 3.9%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.49%
11,718
+625
52
$617K 0.47%
3,020
+215
53
$593K 0.45%
2,396
+196
54
$583K 0.44%
15,382
+525
55
$561K 0.43%
2,007
+41
56
$557K 0.42%
8,226
-12,657
57
$523K 0.4%
2,487
-691
58
$504K 0.38%
10,742
+493
59
$503K 0.38%
1,063
+36
60
$498K 0.38%
3,400
+541
61
$495K 0.38%
1,205
+124
62
$491K 0.37%
5,905
+825
63
$480K 0.36%
+3,562
64
$468K 0.36%
3,914
-63
65
$463K 0.35%
2,424
+404
66
$463K 0.35%
+2,808
67
$459K 0.35%
34,115
68
$456K 0.35%
1,104
+13
69
$453K 0.34%
+4,544
70
$450K 0.34%
+16,056
71
$447K 0.34%
3,582
+204
72
$447K 0.34%
4,030
+409
73
$432K 0.33%
5,425
74
$431K 0.33%
29,122
+4,000
75
$427K 0.32%
2,297
+249
1 2
3
4 5