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
101
$219K 0.12%
+5,670
102
$218K 0.12%
+1,838
103
$209K 0.11%
+4,688
104
$200K 0.11%
+673
105
$171K 0.09%
+14,435
106
$133K 0.07%
14,035
107
– –
-983
1 2 3 4
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