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
$538M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$872K
3
+$578K
4
ENOV icon
Enovis
ENOV
+$449K
5
AZO icon
AutoZone
AZO
+$387K

Top Sells

1
+$736K
2
+$719K
3
+$648K
4
MSFT icon
Microsoft
MSFT
+$438K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$428K

Sector Composition

1 Financials 26.54%
2 Healthcare 15.8%
3 Energy 13.05%
4 Consumer Discretionary 10.37%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.43%
17,547
+900
52
$2.1M 0.39%
1,053
-7
53
$2.09M 0.39%
46,109
+249
54
$1.7M 0.32%
5,338
55
$1.66M 0.31%
13,768
+612
56
$1.27M 0.24%
4,081
57
$1.23M 0.23%
25,904
58
$1.17M 0.22%
1,180
59
$1.13M 0.21%
7,105
-165
60
$1.05M 0.2%
5,650
61
$1.04M 0.19%
2,070
62
$1.01M 0.19%
+41,328
63
$982K 0.18%
73,870
-2,000
64
$854K 0.16%
32,359
65
$845K 0.16%
6,210
66
$839K 0.16%
2,289
67
$760K 0.14%
2,723
-202
68
$584K 0.11%
2,663
69
$583K 0.11%
+7,333
70
$509K 0.09%
9,007
71
$498K 0.09%
7,224
-1,629
72
$454K 0.08%
4,642
-524
73
$440K 0.08%
4,843
-100
74
$380K 0.07%
612
75
$372K 0.07%
5,279
-110
1 2
3
4