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
$201M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.9M
3
+$2.39M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$2.05M
5
CMDT icon
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
+$2.03M

Top Sells

1
+$3.64M
2
+$2.55M
3
+$1.38M
4
DE icon
Deere & Co
DE
+$657K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$643K

Sector Composition

1 Technology 9.23%
2 Healthcare 5.76%
3 Financials 4.15%
4 Consumer Staples 3.3%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$634K 0.32%
3,516
+837
77
$612K 0.31%
22,065
-131
78
$610K 0.3%
6,230
+661
79
$584K 0.29%
21,726
+1,935
80
$563K 0.28%
1,998
81
$552K 0.28%
3,500
+6
82
$536K 0.27%
11,879
+1,001
83
$527K 0.26%
6,082
-185
84
$490K 0.24%
17,609
+4,000
85
$483K 0.24%
10,928
86
$476K 0.24%
1,241
-114
87
$470K 0.23%
11,197
+136
88
$463K 0.23%
29,923
+13,500
89
$450K 0.22%
1,095
-1,599
90
$445K 0.22%
3,795
-1,500
91
$434K 0.22%
2,274
+56
92
$425K 0.21%
236,000
+166,000
93
$423K 0.21%
12,228
-1,800
94
$405K 0.2%
5,147
+557
95
$396K 0.2%
39,594
-6,000
96
$374K 0.19%
2,481
+724
97
$370K 0.18%
9,751
98
$369K 0.18%
6,038
99
$348K 0.17%
4,272
-2,800
100
$343K 0.17%
4,785
-9
2 3
4
5 6