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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.09M
3
+$916K
4
FRT icon
Federal Realty Investment Trust
FRT
+$893K
5
VUG icon
Vanguard Growth ETF
VUG
+$717K

Top Sells

1
+$4.36M
2
+$957K
3
+$720K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$584K
5
LLY icon
Eli Lilly
LLY
+$305K

Sector Composition

1 Technology 10.18%
2 Healthcare 5.58%
3 Financials 4.05%
4 Consumer Staples 3.23%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.15%
+2,293
102
$317K 0.15%
+3,422
103
$314K 0.15%
17,609
104
$312K 0.15%
+3,978
105
$311K 0.15%
3,474
106
$300K 0.14%
2,989
+12
107
$299K 0.14%
518
108
$297K 0.14%
3,053
109
$296K 0.14%
1,727
+59
110
$295K 0.14%
2,882
+41
111
$290K 0.14%
3,242
+1
112
$289K 0.14%
1,780
+186
113
$289K 0.14%
+5,973
114
$277K 0.13%
1,073
+25
115
$269K 0.13%
+1,353
116
$268K 0.13%
11,082
+40
117
$261K 0.12%
2,795
-1,000
118
$259K 0.12%
779
+142
119
$251K 0.12%
1,485
120
$248K 0.12%
6,032
+1
121
$248K 0.12%
1,274
+9
122
$243K 0.11%
1,721
-6
123
$235K 0.11%
2,343
+12
124
$234K 0.11%
4,413
+230
125
$230K 0.11%
+1,252
3 4
5
6 7