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
$263M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.49M
2
+$1.86M
3
+$1.76M
4
TPL icon
Texas Pacific Land
TPL
+$1.72M
5
BN icon
Brookfield
BN
+$1.6M

Sector Composition

1 Financials 15.75%
2 Consumer Staples 14.66%
3 Energy 13.92%
4 Industrials 13.41%
5 Healthcare 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.14%
12,400
52
$377K 0.14%
9,200
53
$376K 0.14%
4,490
54
$356K 0.14%
6,600
55
$350K 0.13%
3,414
56
$289K 0.11%
3,821
57
$280K 0.11%
4,800
58
$26K 0.01%
1,280
59
– –
-22,309
1 2
3