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LIA
Luken Investment Analytics Portfolio holdings
AUM
$261M
1-Year Est. Return
11.77%
This Fund
S&P 500
This Quarter
Est. Return
+8.62%
1 Year Est. Return
+11.77%
3 Year Est. Return
+35.51%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$185M
AUM Growth
+$12.9M
(+7.5%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
69.67%
Holding
141
New
3
Increased
9
Reduced
16
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 3.23% |
| 2 | Healthcare | 1.46% |
| 3 | Financials | 1.34% |
| 4 | Consumer Discretionary | 0.6% |
| 5 | Technology | 0.59% |
Similar funds
DC
DIM
AFC
TIG
GTAM
GCM
MCS
MWM