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Home > Institutional Investor > Lokken Investment Group Llc > Profile

Instuitional Investor - Lokken Investment Group Llc

Fund Profile
Filing Period:
Fund Name: Lokken Investment Group Llc
Portfolio Value $176,801,038
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 98,611 $14,742,412 8.33%
2.
Vanguard Index Fds
 35,547 $11,050,989 6.25%
3.
Fidelity Merrimack Str Tr
 182,455 $8,400,240 4.75%
4.
Apple Inc.
 AAPL 32,742 $6,303,877 3.56%
5.
Spdr Gold Trust
 GLD 32,114 $6,139,233 3.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)