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
101
$227K 0.2%
13,163
102
$227K 0.2%
2,841
+42
103
$222K 0.2%
+2,123
104
$221K 0.2%
+1,117
105
$203K 0.18%
1,357
+31
106
$203K 0.18%
+2,106
107
$188K 0.17%
10,790
108
$144K 0.13%
18,901
+3
109
$106K 0.09%
12,336
110
– –
-2,529
111
– –
-11,663
112
– –
-25,000
1 2 3 4
5