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 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
151
-908