LIA

Luken Investment Analytics Portfolio holdings

AUM $253M
1-Year Est. Return 12.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.88%
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
+$11.7M
2
+$9.76M
3
+$8.57M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$8.42M
5
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$7.55M

Top Sells

1
+$11.5M
2
+$10.1M
3
+$7.28M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.84M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.3M

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
151
– –
-500
3 4 5 6
7