LIG
Lokken Investment Group Portfolio holdings
AUM
$291M
1-Year Est. Return
13.61%
This Fund
S&P 500
1 Year Est. Return
+13.61%
AUM
$291M
AUM Growth
+$31.6M
(+12%)
Holding
152
Top Buys
| 1 | +$4.29M | |
| 2 | +$2.44M | |
| 3 | +$2.26M | |
| 4 |
ARK Innovation ETF
ARKK
|
+$1.97M |
| 5 |
Comcast
CMCSA
|
+$1.25M |
Top Sells
| 1 | +$2.02M | |
| 2 | +$1.75M | |
| 3 | +$1.18M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.02M |
| 5 |
Eli Lilly
LLY
|
+$989K |
Sector Composition
| 1 | Technology | 9.61% |
| 2 | Healthcare | 4.45% |
| 3 | Financials | 4.27% |
| 4 | Industrials | 2.88% |
| 5 | Consumer Discretionary | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco NASDAQ 100 ETF
QQQM
$78.6B
| – | – |
-1,073
|
|
||
152
Liberty All-Star Equity Fund
USA
$1.74B
| – | – |
-16,882
|
|