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
$123M
AUM Growth
-$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.79M
3
+$2.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.82M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M

Top Sells

1
+$4M
2
+$3.88M
3
+$1.96M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$636K

Sector Composition

1 Technology 11.39%
2 Financials 9.29%
3 Healthcare 6.24%
4 Consumer Staples 4.35%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.29%
5,589
77
$339K 0.27%
2,277
+175
78
$336K 0.27%
8,612
-910
79
$335K 0.27%
4,701
80
$332K 0.27%
3,399
81
$327K 0.27%
1,091
82
$326K 0.26%
29,115
+5,500
83
$324K 0.26%
50,697
+8,750
84
$318K 0.26%
1,827
+136
85
$318K 0.26%
16,717
+1
86
$318K 0.26%
336,996
+82,000
87
$312K 0.25%
2,935
+75
88
$310K 0.25%
9,959
+503
89
$303K 0.25%
2,145
90
$294K 0.24%
13,609
91
$289K 0.23%
3,175
+47
92
$287K 0.23%
1,876
+4
93
$284K 0.23%
14,028
94
$283K 0.23%
3,033
95
$277K 0.22%
1,801
+155
96
$276K 0.22%
5,454
-27
97
$273K 0.22%
1,639
+2
98
$272K 0.22%
6,500
99
$263K 0.21%
3,416
+16
100
$244K 0.2%
+3,234
2 3
4
5 6