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
$113M
AUM Growth
+$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$941K
3
+$615K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
BAC icon
Bank of America
BAC
+$322K

Top Sells

1
+$1.52M
2
+$1.34M
3
+$715K
4
ANVS icon
Annovis Bio
ANVS
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$398K

Sector Composition

1 Technology 8.16%
2 Financials 7.71%
3 Healthcare 4.87%
4 Consumer Staples 4.63%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.3%
4,468
77
$336K 0.3%
4,342
-225
78
$334K 0.29%
1,906
79
$332K 0.29%
2,889
+12
80
$324K 0.29%
16,922
81
$322K 0.28%
+8,312
82
$314K 0.28%
11,368
83
$309K 0.27%
5,502
84
$308K 0.27%
+9,829
85
$306K 0.27%
5,814
+700
86
$304K 0.27%
4,698
+37
87
$292K 0.26%
4,701
88
$288K 0.25%
5,868
-282
89
$281K 0.25%
2,104
90
$273K 0.24%
2,968
+1
91
$273K 0.24%
12,618
-208
92
$271K 0.24%
2,085
-11,671
93
$267K 0.24%
671
-23
94
$265K 0.23%
986
95
$259K 0.23%
12,271
-275
96
$254K 0.22%
1,798
+144
97
$251K 0.22%
1,034
98
$249K 0.22%
4,553
-10
99
$248K 0.22%
1,542
-179
100
$243K 0.21%
322
1 2 3
4
5