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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.05M
3
+$7.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.46M
5
AAPL icon
Apple
AAPL
+$5.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.98%
2 Financials 6.49%
3 Healthcare 4.79%
4 Consumer Staples 4.5%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.25%
+4,661
77
$268K 0.24%
+13,375
78
$266K 0.24%
+12,546
79
$261K 0.24%
+694
80
$256K 0.23%
+44,437
81
$252K 0.23%
+4,563
82
$252K 0.23%
+1,721
83
$252K 0.23%
+2,967
84
$251K 0.23%
+16,922
85
$249K 0.23%
+1,034
86
$249K 0.23%
+25,000
87
$245K 0.22%
+1,654
88
$243K 0.22%
+32,211
89
$239K 0.22%
+2,799
90
$238K 0.22%
+5,295
91
$234K 0.21%
+986
92
$232K 0.21%
+322
93
$230K 0.21%
+11,368
94
$226K 0.21%
+13,510
95
$223K 0.2%
+5,502
96
$208K 0.19%
+13,163
97
$207K 0.19%
+2,529
98
$204K 0.19%
+1,326
99
$200K 0.18%
+2,104
100
$174K 0.16%
+10,790
1 2 3
4
5