LIG
Lokken Investment Group Portfolio holdings
AUM
$260M
1-Year Return
13.04%
This Quarter Return
+0.19%
1 Year Return
+13.04%
3 Year Return
+46.96%
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
-$8.26M
(-3.4%)
Cap. Flow
-$7.07M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
164
New
7
Increased
68
Reduced
50
Closed
25
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$2.45M |
| 2 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$2.19M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.07M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.72M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$1.69M |
Sector Composition
| 1 | Technology | 10.3% |
| 2 | Healthcare | 4.99% |
| 3 | Financials | 3.97% |
| 4 | Industrials | 3.26% |
| 5 | Consumer Staples | 3% |
