LIG
Lokken Investment Group Portfolio holdings
AUM
$260M
This Quarter Return
+6.56%
1 Year Return
+13.04%
3 Year Return
+46.96%
5 Year Return
–
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(+9.5%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
39.59%
Holding
145
New
13
Increased
67
Reduced
50
Closed
7
Top Buys
| 1 |
FEOE
First Eagle Overseas Equity ETF
FEOE
|
$4.08M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$971K |
| 3 |
Fidelity Total Bond ETF
FBND
|
$921K |
| 4 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$627K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$580K |
Top Sells
Sector Composition
| 1 | Technology | 9.47% |
| 2 | Healthcare | 4.86% |
| 3 | Financials | 3.66% |
| 4 | Industrials | 3.18% |
| 5 | Consumer Discretionary | 2.43% |
