LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $548M
1-Year Est. Return 9.2%
This Quarter Est. Return
1 Year Est. Return
+9.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.01M
3
+$978K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$620K
5
CPRT icon
Copart
CPRT
+$205K

Top Sells

1
+$7.77M
2
+$3.89M
3
+$2.26M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.09M
5
TPL icon
Texas Pacific Land
TPL
+$519K

Sector Composition

1 Financials 23.48%
2 Healthcare 16.96%
3 Industrials 12.57%
4 Energy 12.1%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.02M 1.44%
30,927
+58
27
$7.01M 1.44%
+125,190
28
$6.91M 1.42%
46,355
+262
29
$6.64M 1.36%
230,576
-10,216
30
$6.44M 1.32%
109,348
-49
31
$6.39M 1.31%
18,211
-31
32
$6.33M 1.3%
132,379
+875
33
$6M 1.23%
55,290
-595
34
$5.65M 1.16%
145,351
-1,230
35
$5.53M 1.14%
155,668
+1,580
36
$5.08M 1.04%
15,435
-3
37
$4.96M 1.02%
123,396
-2,620
38
$4.95M 1.02%
35,430
-45
39
$4.54M 0.93%
32,789
+396
40
$4.27M 0.88%
33,983
-1,075
41
$3.73M 0.77%
75,839
+1,225
42
$3.58M 0.74%
22,530
+294
43
$3.42M 0.7%
17,744
-52
44
$3.12M 0.64%
10,530
-125
45
$2.96M 0.61%
31,503
+747
46
$2.48M 0.51%
14,618
47
$2.32M 0.48%
40,035
+132
48
$2.27M 0.47%
4,786
-197
49
$2.17M 0.44%
4,116
50
$2.08M 0.43%
14,246
+72
1
2
3 4