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
$179M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.82M
3
+$8.63M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$8.52M
5
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$7.79M

Top Sells

1
+$12.1M
2
+$10.7M
3
+$7.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.81M

Sector Composition

1 Industrials 3.23%
2 Healthcare 1.64%
3 Financials 1.07%
4 Consumer Discretionary 0.64%
5 Technology 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.8K 0.01%
227
102
$18.4K 0.01%
106
103
$17.8K 0.01%
210
104
$17.3K 0.01%
100
105
$16.1K 0.01%
150
106
$15.5K 0.01%
134
107
$15.3K 0.01%
1,009
108
$14.9K 0.01%
39
109
$14.8K 0.01%
+130
110
$14.5K 0.01%
412
111
$14K 0.01%
1,246
112
$14K 0.01%
+63
113
$12.8K 0.01%
120
114
$11.3K 0.01%
84
115
$10.9K 0.01%
326
+139
116
$9.96K 0.01%
1,000
117
$9.92K 0.01%
40
118
$9.89K 0.01%
2,082
119
$9.64K 0.01%
606
120
$9.16K 0.01%
84
121
$8.19K ﹤0.01%
184
122
$8.14K ﹤0.01%
819
123
$7.89K ﹤0.01%
404
124
$7.21K ﹤0.01%
100
125
$7.18K ﹤0.01%
50
3 4
5
6 7