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
$301M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$200K
3
+$66.8K
4
BA icon
Boeing
BA
+$58.4K
5
LKQ icon
LKQ Corp
LKQ
+$48.3K

Top Sells

1
+$840K
2
+$504K
3
+$503K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$423K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$412K

Sector Composition

1 Financials 21.65%
2 Healthcare 15.81%
3 Energy 13.54%
4 Industrials 12.16%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.13%
4,800
52
$326K 0.11%
7,035
53
$288K 0.1%
8,500
-3,900
54
$277K 0.09%
5,000
-3,100
55
$260K 0.09%
5,800
-3,400
56
$241K 0.08%
3,000
-1,800
57
$224K 0.07%
4,000
-2,600
58
$201K 0.07%
+2,127
1 2
3