LIA
Luken Investment Analytics Portfolio holdings
AUM
$253M
1-Year Est. Return
12.85%
This Fund
S&P 500
1 Year Est. Return
+12.85%
AUM
$253M
AUM Growth
-$2.53M
(-0.99%)
Holding
401
Top Buys
| 1 | +$13.7M | |
| 2 | +$1.33M | |
| 3 | +$597K | |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$280K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$186K |
Top Sells
| 1 | +$7.47M | |
| 2 | +$6.56M | |
| 3 | +$5.11M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.7M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$474K |
Sector Composition
| 1 | Industrials | 3.49% |
| 2 | Healthcare | 1.19% |
| 3 | Financials | 1.07% |
| 4 | Technology | 0.94% |
| 5 | Consumer Discretionary | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
FT Vest Growth-100 Buffer ETF December
QDEC
$606M
| – | – |
-8,302
|
|