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
$518M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$3.14M
3
+$1M
4
AMZN icon
Amazon
AMZN
+$464K
5
STKL
SunOpta
STKL
+$405K

Top Sells

1
+$3.21M
2
+$519K
3
+$363K
4
CPRT icon
Copart
CPRT
+$220K
5
DIS icon
Walt Disney
DIS
+$209K

Sector Composition

1 Financials 25.05%
2 Healthcare 16.63%
3 Energy 13.36%
4 Consumer Discretionary 11.07%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.34%
44,862
-238
52
$1.73M 0.33%
1,098
-20
53
$1.5M 0.29%
79,645
-3,950
54
$1.32M 0.25%
13,951
+31
55
$1.28M 0.25%
7,776
+42
56
$1.26M 0.24%
5,458
+51
57
$1.08M 0.21%
8,572
+162
58
$1.03M 0.2%
25,934
59
$1M 0.19%
+1,180
60
$988K 0.19%
5,759
61
$959K 0.19%
3,070
+26
62
$895K 0.17%
107,919
-4,008
63
$871K 0.17%
2,070
64
$851K 0.16%
32,599
65
$788K 0.15%
2,289
66
$665K 0.13%
6,402
67
$634K 0.12%
9,366
+2,805
68
$604K 0.12%
10,230
69
$599K 0.12%
2,850
70
$577K 0.11%
7,468
-543
71
$552K 0.11%
5,692
72
$504K 0.1%
6,380
73
$464K 0.09%
+2,403
74
$440K 0.08%
6,095
+1,500
75
$405K 0.08%
+75,000
1 2
3
4