LIA
Luken Investment Analytics Portfolio holdings
AUM
$256M
1-Year Est. Return
11.64%
1 Year Est. Return
+11.64%
AUM
$256M
AUM Growth
+$27.7M
(+12%)
Holding
154
Top Buys
| 1 | +$14.2M | |
| 2 | +$8.42M | |
| 3 | +$7.61M | |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$3.91M |
| 5 |
FT Vest Technology Dividend Target Income ETF
TDVI
|
+$3.56M |
Top Sells
| 1 | +$7.65M | |
| 2 | +$5.6M | |
| 3 | +$5.38M | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$3.51M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.06M |
Sector Composition
| 1 | Industrials | 3.5% |
| 2 | Healthcare | 1.05% |
| 3 | Financials | 1.04% |
| 4 | Technology | 0.74% |
| 5 | Consumer Discretionary | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
FT Vest US Equity Buffer ETF September
FSEP
$1.15B
| – | – |
-5,456
|
|
||
152
iShares MSCI India ETF
INDA
$9.42B
| – | – |
-9,580
|
|
||
153
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$508M
| – | – |
-6,835
|
|
||
|
RC
154
Ready Capital
RC
$344M
| – | – |
-460
|
|