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
$177M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$918K
4
UNP icon
Union Pacific
UNP
+$829K
5
SPGI icon
S&P Global
SPGI
+$790K

Top Sells

1
+$2.28M
2
+$909K
3
+$742K
4
BDX icon
Becton Dickinson
BDX
+$668K
5
VZ icon
Verizon
VZ
+$603K

Sector Composition

1 Technology 9.48%
2 Healthcare 5.76%
3 Financials 4.2%
4 Consumer Discretionary 3.44%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$933K 0.53%
4,447
+889
52
$915K 0.52%
6,862
+1,450
53
$903K 0.51%
16,421
+5,206
54
$897K 0.51%
3,115
+2,158
55
$884K 0.5%
2,951
+2,129
56
$844K 0.48%
4,950
+1,297
57
$842K 0.48%
5,678
-167
58
$829K 0.47%
+3,373
59
$814K 0.46%
6,166
+1,522
60
$790K 0.45%
+1,794
61
$760K 0.43%
+1,851
62
$756K 0.43%
26,252
+6,038
63
$739K 0.42%
3,277
-10
64
$722K 0.41%
34,115
65
$697K 0.39%
11,002
-351
66
$682K 0.39%
43,973
+1,393
67
$639K 0.36%
22,196
-11,565
68
$626K 0.35%
5,295
-221
69
$623K 0.35%
12,213
+6,417
70
$592K 0.34%
1,998
+41
71
$585K 0.33%
1,225
72
$561K 0.32%
7,072
+1,203
73
$555K 0.31%
101,497
74
$553K 0.31%
5,569
+8
75
$549K 0.31%
10,928
1 2
3
4 5