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
$232M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.66M
3
+$1.4M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$960K
5
CMDT icon
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
+$945K

Top Sells

1
+$2.45M
2
+$2.19M
3
+$2.07M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.72M
5
SOXX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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164
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