LIG
Lokken Investment Group Portfolio holdings
AUM
$260M
1-Year Return
13.04%
This Quarter Return
+5.99%
1 Year Return
+13.04%
3 Year Return
+46.96%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$9.84M
(+8.7%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
42.36%
Holding
118
New
9
Increased
55
Reduced
28
Closed
3
Top Buys
| 1 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$2.42M |
| 2 |
Global X US Preferred ETF
PFFD
|
$660K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$274K |
| 4 |
JPMorgan Chase
JPM
|
$241K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$228K |
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.74M |
| 2 |
Annovis Bio
ANVS
|
$486K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$251K |
| 4 |
Vanguard Growth ETF
VUG
|
$162K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$114K |
Sector Composition
| 1 | Technology | 8.46% |
| 2 | Financials | 8.41% |
| 3 | Consumer Discretionary | 4.6% |
| 4 | Healthcare | 4.53% |
| 5 | Consumer Staples | 4.29% |
