LIA

Luken Investment Analytics Portfolio holdings

AUM $256M
1-Year Est. Return 11.64%
This Quarter Est. Return
1 Year Est. Return
+11.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$9.34M
3
+$7.65M
4
TDVI icon
FT Vest Technology Dividend Target Income ETF
TDVI
+$6.97M
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$6.79M

Top Sells

1
+$29.8M
2
+$8.34M
3
+$7.95M
4
XMAY
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
XMAY
+$5.56M
5
HYBL icon
State Street Blackstone High Income ETF
HYBL
+$3.66M

Sector Composition

1 Industrials 4.07%
2 Healthcare 1.23%
3 Financials 1.15%
4 Technology 0.72%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$175K 0.08%
1,287
52
$171K 0.08%
+8,178
53
$168K 0.08%
610
54
$162K 0.08%
+6,102
55
$161K 0.08%
+8,059
56
$161K 0.08%
+6,151
57
$157K 0.07%
1,600
58
$152K 0.07%
+3,123
59
$144K 0.07%
1,638
60
$143K 0.07%
922
+172
61
$141K 0.07%
6,886
62
$138K 0.06%
1,810
63
$129K 0.06%
1,800
-350
64
$113K 0.05%
307
65
$111K 0.05%
671
66
$110K 0.05%
1,500
67
$109K 0.05%
+3,387
68
$108K 0.05%
+2,568
69
$102K 0.05%
4,600
70
$98K 0.05%
184
71
$87.9K 0.04%
721
72
$87.3K 0.04%
1,585
73
$81.6K 0.04%
1,750
74
$81.1K 0.04%
225
75
$74.7K 0.04%
628
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