LKBC

L.K. Benson & Company Portfolio holdings

AUM $302M
1-Year Est. Return 9.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.04M
3
+$1.22M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$1.04M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$981K

Top Sells

1
+$911K
2
+$287K
3
+$231K
4
AMZN icon
Amazon
AMZN
+$216K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

Sector Composition

1 Financials 18.5%
2 Technology 1.32%
3 Consumer Staples 0.81%
4 Industrials 0.6%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.85%
47,755
+213
27
$1.56M 0.84%
20,807
-757
28
$1.44M 0.78%
24,092
+4,258
29
$1.42M 0.77%
15,984
-186
30
$1.42M 0.77%
52,793
-4,727
31
$1.35M 0.73%
17,087
-171
32
$1.27M 0.68%
13,860
-29
33
$1.27M 0.68%
+23,439
34
$1.26M 0.68%
12,225
35
$1.17M 0.63%
20,172
+2,626
36
$1.16M 0.63%
45,285
+570
37
$1.14M 0.62%
5,782
+13
38
$1.14M 0.61%
34,174
-266
39
$1.13M 0.61%
7,766
+85
40
$1.09M 0.59%
23,913
-760
41
$1.06M 0.57%
4,169
+385
42
$1.04M 0.56%
22,220
+2,102
43
$989K 0.53%
13,146
+1,028
44
$963K 0.52%
14,942
+1,585
45
$947K 0.51%
3,720
46
$912K 0.49%
8,567
+367
47
$887K 0.48%
+77,890
48
$884K 0.48%
17,453
+58
49
$882K 0.48%
1,324
50
$843K 0.45%
15,568
+28
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2
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