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
$201M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.9M
3
+$2.39M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$2.05M
5
CMDT icon
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
+$2.03M

Top Sells

1
+$3.64M
2
+$2.55M
3
+$1.38M
4
DE icon
Deere & Co
DE
+$657K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$643K

Sector Composition

1 Technology 9.23%
2 Healthcare 5.76%
3 Financials 4.15%
4 Consumer Staples 3.3%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.52%
23,936
+2,224
52
$1.02M 0.51%
6,914
-49
53
$985K 0.49%
33,958
+7,706
54
$979K 0.49%
4,772
+325
55
$957K 0.48%
7,352
+490
56
$955K 0.48%
16,276
-607
57
$952K 0.47%
2,050
+199
58
$936K 0.47%
3,293
+178
59
$930K 0.46%
7,078
-321
60
$929K 0.46%
5,331
+381
61
$875K 0.44%
3,559
+186
62
$843K 0.42%
1,982
+188
63
$816K 0.41%
6,674
+508
64
$812K 0.4%
3,218
-59
65
$785K 0.39%
48,520
+4,547
66
$740K 0.37%
6,873
-5,978
67
$729K 0.36%
11,100
+98
68
$700K 0.35%
153,797
+53,100
69
$697K 0.35%
101,497
70
$686K 0.34%
26,615
-7,500
71
$655K 0.33%
12,943
+730
72
$644K 0.32%
1,225
73
$642K 0.32%
+14,067
74
$642K 0.32%
7,100
-750
75
$635K 0.32%
39,122
+10,000
1 2
3
4 5