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
$123M
AUM Growth
-$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.79M
3
+$2.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.82M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M

Top Sells

1
+$4M
2
+$3.88M
3
+$1.96M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$636K

Sector Composition

1 Technology 11.39%
2 Financials 9.29%
3 Healthcare 6.24%
4 Consumer Staples 4.35%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,178
127
– –
-89,626
128
– –
-5,853
129
– –
-4,730
130
– –
-1,485
131
– –
-6,613
132
– –
-16,879
2 3 4 5
6