LIG
Lokken Investment Group Portfolio holdings
AUM
$260M
1-Year Return
13.04%
This Quarter Return
+11.02%
1 Year Return
+13.04%
3 Year Return
+46.96%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.01%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$8.38M |
| 2 |
Vanguard Value ETF
VTV
|
$8.05M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$7.23M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$5.46M |
| 5 |
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% |
