LIA
Luken Investment Analytics Portfolio holdings
AUM
$256M
1-Year Est. Return
11.64%
1 Year Est. Return
+11.64%
AUM
$228M
AUM Growth
+$14.6M
(+6.8%)
Holding
153
Top Buys
| 1 | +$15.8M | |
| 2 | +$15M | |
| 3 | +$12M | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$11.1M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$7.52M |
Top Sells
| 1 | +$29.3M | |
| 2 | +$11.3M | |
| 3 | +$8.09M | |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$4.75M |
| 5 |
TDEC
FT Vest Emerging Markets Buffer ETF - December
TDEC
|
+$4.45M |
Sector Composition
| 1 | Industrials | 3.96% |
| 2 | Healthcare | 1.12% |
| 3 | Financials | 1.09% |
| 4 | Technology | 0.72% |
| 5 | Consumer Discretionary | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.03B
| – | – |
-104
|
|
||
152
iShares MSCI EAFE ETF
EFA
$73.4B
| – | – |
-31
|
|
||
153
First Trust Emerging Markets AlphaDEX Fund
FEM
$505M
| – | – |
-150
|
|