LKBC
L.K. Benson & Company Portfolio holdings
AUM
$163M
This Quarter Return
-0.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.03%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
T Rowe Price
TROW
|
$36.6M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$7.22M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.55M |
| 4 |
Schwab International Equity ETF
SCHF
|
$5.13M |
| 5 |
Vanguard Total Bond Market
BND
|
$3.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 27.37% |
| 2 | Technology | 1.42% |
| 3 | Consumer Staples | 1.16% |
| 4 | Healthcare | 0.78% |
| 5 | Real Estate | 0.28% |
