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
$318M
AUM Growth
-$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$78.8K
2
+$76.4K
3
+$53.4K
4
BUD icon
AB InBev
BUD
+$37K
5
OEC icon
Orion
OEC
+$35.2K

Top Sells

1
+$220K
2
+$180K
3
+$143K
4
TPL icon
Texas Pacific Land
TPL
+$96.1K
5
HSY icon
Hershey
HSY
+$66.6K

Sector Composition

1 Financials 23.94%
2 Healthcare 15.37%
3 Energy 15.15%
4 Industrials 10.97%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.11%
3,000
52
$351K 0.11%
5,000
53
$331K 0.1%
6,835
54
$285K 0.09%
8,500
55
$250K 0.08%
4,000
56
$233K 0.07%
3,000
57
$202K 0.06%
5,800
58
$201K 0.06%
2,047
1 2
3