LKBC
L.K. Benson & Company Portfolio holdings
AUM
$186M
1-Year Est. Return
8.11%
1 Year Est. Return
+8.11%
AUM
$186M
AUM Growth
+$22.7M
(+14%)
Holding
107
Top Buys
| 1 | +$2.26M | |
| 2 | +$2.12M | |
| 3 | +$1.27M | |
| 4 |
Alpha Architect High Inflation and Deflation ETF
HIDE
|
+$1.06M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.02M |
Top Sells
| 1 | +$890K | |
| 2 | +$296K | |
| 3 | +$219K | |
| 4 |
Amazon
AMZN
|
+$216K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$171K |
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 | |
|---|---|---|---|---|---|---|
101
Dimensional US Core Equity 2 ETF
DFAC
$40.4B
| $219K | 0.12% |
+5,670
|
|
||
102
iShares Core S&P Small-Cap ETF
IJR
$91.5B
| $218K | 0.12% |
+1,838
|
|
||
103
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
| $209K | 0.11% |
+2,344
|
|
||
104
Vanguard Small-Cap Growth ETF
VBK
$21.4B
| $200K | 0.11% |
+673
|
|
||
105
Cambria Tail Risk ETF
TAIL
$147M
| $171K | 0.09% |
+14,435
|
|
||
106
BlackRock Corporate High Yield Fund
HYT
$1.51B
| $133K | 0.07% |
14,035
|
|
||
|
107
Amazon
AMZN
$2.46T
| – | – |
-983
|
|