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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$8.38M
2 +$8.05M
3 +$7.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.46M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$155K 0.14%
+14,130
102
$131K 0.12%
+11,663
103
$130K 0.12%
+18,898
104
$105K 0.1%
+12,336