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
51
$2.02M 0.41%
46,687
+143
52
$1.85M 0.38%
7,115
+200
53
$1.74M 0.36%
87,145
-6,800
54
$1.65M 0.34%
1,164
55
$1.22M 0.25%
14,078
+144
56
$1.21M 0.25%
164,725
-3,299
57
$1.15M 0.24%
7,815
58
$1.01M 0.21%
5,407
+133
59
$910K 0.19%
5,872
-45
60
$892K 0.18%
11,620
61
$873K 0.18%
25,934
62
$835K 0.17%
24,008
+933
63
$831K 0.17%
10,530
64
$827K 0.17%
32,599
+1,266
65
$808K 0.17%
2,070
66
$776K 0.16%
2,694
67
$711K 0.15%
2,850
-15,616
68
$705K 0.14%
6,402
-45
69
$620K 0.13%
+8,011
70
$561K 0.12%
6,380
71
$454K 0.09%
5,692
72
$403K 0.08%
8,585
-70
73
$376K 0.08%
6,582
74
$342K 0.07%
6,501
75
$327K 0.07%
4,975
1 2
3
4