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
51
$821K 0.44%
11,134
-596
52
$818K 0.44%
2,900
53
$816K 0.44%
15,981
+196
54
$723K 0.39%
14,611
55
$711K 0.38%
14,068
+39
56
$700K 0.38%
26,631
+101
57
$681K 0.37%
1,315
-277
58
$674K 0.36%
8,596
+1,001
59
$664K 0.36%
11,291
+79
60
$650K 0.35%
14,676
+470
61
$620K 0.33%
5,699
+163
62
$611K 0.33%
7,000
63
$583K 0.31%
6,246
+298
64
$558K 0.3%
20,103
-3,525
65
$541K 0.29%
17,948
+1,901
66
$531K 0.29%
1,056
-24
67
$519K 0.28%
7,064
+16
68
$517K 0.28%
27,704
69
$516K 0.28%
5,059
+25
70
$515K 0.28%
14,055
+1,505
71
$507K 0.27%
10,511
+6
72
$504K 0.27%
2,336
-483
73
$491K 0.26%
4,359
74
$472K 0.25%
3,311
75
$429K 0.23%
13,461
+5,264
1 2
3
4 5