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
101
$332K 0.17%
4,056
+277
102
$304K 0.15%
1,668
+2
103
$304K 0.15%
901
+15
104
$295K 0.15%
+2,841
105
$291K 0.15%
1,454
-11
106
$290K 0.14%
2,977
-50
107
$288K 0.14%
1,594
+6
108
$287K 0.14%
3,053
-58
109
$279K 0.14%
3,474
110
$278K 0.14%
3,241
+1
111
$274K 0.14%
5,044
+30
112
$272K 0.14%
12,180
+3,180
113
$272K 0.14%
518
114
$269K 0.13%
11,042
+2,753
115
$261K 0.13%
1,024
116
$260K 0.13%
1,485
117
$254K 0.13%
6,031
+1
118
$254K 0.13%
1,048
-16
119
$250K 0.12%
1,265
-69
120
$244K 0.12%
2,824
-1,529
121
$242K 0.12%
4,183
-361
122
$236K 0.12%
1,626
-160
123
$235K 0.12%
1,314
124
$233K 0.12%
1,445
-4
125
$233K 0.12%
+637
2 3 4
5
6