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
76
$428K 0.23%
5,157
+5
77
$423K 0.23%
1,827
-75
78
$420K 0.23%
2,981
+111
79
$416K 0.22%
8,866
80
$410K 0.22%
3,600
+26
81
$408K 0.22%
11,236
+4,225
82
$397K 0.21%
16,264
+1,571
83
$390K 0.21%
1,098
84
$364K 0.2%
11,557
+81
85
$343K 0.19%
2,564
86
$343K 0.18%
4,964
+6
87
$326K 0.18%
1,338
88
$320K 0.17%
6,998
+3
89
$310K 0.17%
3,078
+610
90
$294K 0.16%
+4,510
91
$281K 0.15%
1,516
92
$278K 0.15%
5,571
93
$275K 0.15%
8,897
-235
94
$265K 0.14%
3,791
95
$246K 0.13%
4,713
+40
96
$244K 0.13%
3,676
-238
97
$237K 0.13%
2,542
98
$235K 0.13%
1,087
99
$233K 0.13%
2,910
100
$227K 0.12%
24,041
-23,101
1 2 3
4
5