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
76
$74.2K 0.03%
200
77
$71.8K 0.03%
+1,330
78
$69.9K 0.03%
1,275
79
$69K 0.03%
292
80
$67.3K 0.03%
621
+321
81
$66.4K 0.03%
400
82
$64.1K 0.03%
1,414
83
$63.1K 0.03%
565
84
$60.2K 0.03%
589
85
$56.2K 0.03%
272
86
$52K 0.02%
372
+100
87
$50.9K 0.02%
568
88
$46.8K 0.02%
+1,000
89
$45.9K 0.02%
100
90
$41.9K 0.02%
246
91
$41.8K 0.02%
250
92
$39.8K 0.02%
425
93
$39.8K 0.02%
600
94
$39.2K 0.02%
218
95
$37.2K 0.02%
526
96
$36.6K 0.02%
479
-102
97
$36.6K 0.02%
1,336
98
$33.1K 0.02%
335
99
$32.4K 0.02%
1,144
100
$31.6K 0.01%
640
2 3
4
5 6