LKBC
L.K. Benson & Company Portfolio holdings
AUM
$163M
1 Year Est. Return
–
AUM
$163M
AUM Growth
+$18.4M
(+13%)
Holding
102
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.24M | |
| 3 | +$1.22M | |
| 4 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$892K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$836K |
Top Sells
| 1 | +$515K | |
| 2 | +$413K | |
| 3 | +$337K | |
| 4 |
Avantis Core Municipal Fixed Income ETF
AVMU
|
+$293K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$219K |
Sector Composition
| 1 | Financials | 20.54% |
| 2 | Technology | 1.48% |
| 3 | Consumer Staples | 0.9% |
| 4 | Healthcare | 0.57% |
| 5 | Energy | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Procter & Gamble
PG
$357B
| – | – |
-3,022
|
|
||
|
102
Energy Select Sector SPDR Fund
XLE
$26.5B
| – | – |
-2,344
|
|