LIA
Luken Investment Analytics Portfolio holdings
AUM
$228M
This Quarter Return
+0.12%
1 Year Return
+10.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(-0.85%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
73.65%
Holding
143
New
14
Increased
13
Reduced
22
Closed
7
Top Buys
| 1 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$511K |
| 2 |
T. Rowe Price Floating Rate ETF
TFLR
|
$182K |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$84.4K |
| 4 |
Microsoft
MSFT
|
$84.3K |
| 5 |
Amazon
AMZN
|
$76.8K |
Top Sells
Sector Composition
| 1 | Industrials | 3.22% |
| 2 | Financials | 1.18% |
| 3 | Healthcare | 1.12% |
| 4 | Technology | 0.78% |
| 5 | Consumer Discretionary | 0.71% |
