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
101
$28.7K 0.01%
92
102
$28K 0.01%
106
103
$27.8K 0.01%
160
104
$27.3K 0.01%
262
105
$25.6K 0.01%
210
106
$24.3K 0.01%
218
107
$23.7K 0.01%
100
108
$23.3K 0.01%
+90
109
$21.9K 0.01%
+38
110
$21.9K 0.01%
150
111
$21.4K 0.01%
580
112
$20.3K 0.01%
800
113
$19.7K 0.01%
150
-300
114
$19.5K 0.01%
227
115
$18.2K 0.01%
39
116
$17.8K 0.01%
120
117
$17.6K 0.01%
84
118
$16K 0.01%
+750
119
$15.4K 0.01%
184
120
$12K 0.01%
134
121
$11.4K 0.01%
1,139
122
$11.1K 0.01%
84
123
$10.7K 0.01%
1,000
124
$10.5K ﹤0.01%
+30
125
$10.4K ﹤0.01%
+19
3 4
5
6 7