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
$132M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.94M
3
+$1.85M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.55M
5
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$1.49M

Top Sells

1
+$3.92M
2
+$2.24M
3
+$2.03M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.41M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.2M

Sector Composition

1 Technology 8.53%
2 Healthcare 5.68%
3 Financials 4.8%
4 Consumer Discretionary 3.9%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.32%
55,437
77
$421K 0.32%
5,468
78
$417K 0.32%
1,411
+12
79
$409K 0.31%
10,876
+1
80
$404K 0.31%
10,143
-569
81
$403K 0.31%
4,856
+653
82
$391K 0.3%
+7,938
83
$390K 0.3%
4,894
-276
84
$389K 0.3%
11,908
+85
85
$385K 0.29%
14,028
86
$380K 0.29%
+6,959
87
$376K 0.29%
6,062
+433
88
$365K 0.28%
100,697
+20,000
89
$339K 0.26%
4,867
+166
90
$331K 0.25%
2,606
+384
91
$331K 0.25%
31,897
92
$324K 0.25%
1,779
+37
93
$319K 0.24%
3,399
94
$317K 0.24%
4,567
+1,117
95
$311K 0.24%
3,014
+49
96
$310K 0.24%
2,363
+217
97
$293K 0.22%
1,841
-42
98
$284K 0.22%
13,609
99
$282K 0.21%
409
+10
100
$275K 0.21%
+4,373
2 3
4
5 6