LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $336M
1-Year Est. Return 10.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$872K
3
+$578K
4
ENOV icon
Enovis
ENOV
+$449K
5
AZO icon
AutoZone
AZO
+$387K

Top Sells

1
+$736K
2
+$719K
3
+$648K
4
MSFT icon
Microsoft
MSFT
+$438K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$428K

Sector Composition

1 Financials 26.54%
2 Healthcare 15.8%
3 Energy 13.05%
4 Consumer Discretionary 10.37%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 1.28%
97,238
-10,100
27
$6.76M 1.26%
481,345
+5,550
28
$6.47M 1.2%
76,094
+133
29
$6.34M 1.18%
15,626
+123
30
$5.49M 1.02%
31,168
31
$5.49M 1.02%
21,044
32
$5.08M 0.94%
16,983
+119
33
$5.03M 0.94%
207,651
-2,275
34
$5.03M 0.94%
135,966
-1,194
35
$4.78M 0.89%
33,370
-76
36
$4.44M 0.83%
454,300
+16,451
37
$4.09M 0.76%
32,085
+494
38
$3.89M 0.72%
141,235
-353
39
$3.73M 0.69%
18,172
40
$3.71M 0.69%
10,616
+114
41
$3.57M 0.66%
34,343
-337
42
$3.56M 0.66%
28,790
+1,197
43
$3.53M 0.66%
63,849
-746
44
$3.48M 0.65%
21,246
-86
45
$3.47M 0.65%
138,168
+7,815
46
$3.43M 0.64%
136,519
+2,085
47
$3.14M 0.58%
5,083
48
$3.13M 0.58%
32,930
49
$2.83M 0.53%
9,672
50
$2.36M 0.44%
29,445
+1,771
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