LIA

Luken Investment Analytics Portfolio holdings

AUM $228M
1-Year Est. Return 10.49%
This Quarter Est. Return
1 Year Est. Return
+10.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
-$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$182K
3
+$84.4K
4
MSFT icon
Microsoft
MSFT
+$84.3K
5
AMZN icon
Amazon
AMZN
+$76.8K

Top Sells

1
+$363K
2
+$355K
3
+$331K
4
PKST
Peakstone Realty Trust
PKST
+$290K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$265K

Sector Composition

1 Industrials 3.22%
2 Financials 1.18%
3 Healthcare 1.12%
4 Technology 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59.3K 0.03%
450
+300
77
$56.5K 0.03%
1,414
78
$49.9K 0.02%
568
79
$47.1K 0.02%
+900
80
$45.3K 0.02%
272
81
$44.7K 0.02%
581
82
$42K 0.02%
100
83
$41.2K 0.02%
246
84
$40.9K 0.02%
218
85
$40.3K 0.02%
+300
86
$40.2K 0.02%
+600
87
$40.1K 0.02%
+750
88
$39.8K 0.02%
+1,000
89
$39.7K 0.02%
1,336
90
$37.7K 0.02%
425
91
$37.3K 0.02%
335
92
$37.1K 0.02%
+1,000
93
$36.2K 0.02%
250
94
$35.8K 0.02%
+500
95
$35.5K 0.02%
526
96
$35.4K 0.02%
262
97
$34.2K 0.02%
+100
98
$31.6K 0.01%
640
99
$30.9K 0.01%
+500
100
$30.1K 0.01%
160
2 3
4
5 6