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
$289M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$1.48M
3
+$1.03M
4
DEO icon
Diageo
DEO
+$558K
5
CMP icon
Compass Minerals
CMP
+$340K

Top Sells

1
+$5.59M
2
+$2.24M
3
+$2.21M
4
DIS icon
Walt Disney
DIS
+$1.63M
5
TPL icon
Texas Pacific Land
TPL
+$1.5M

Sector Composition

1 Industrials 18.65%
2 Financials 16.25%
3 Healthcare 10.37%
4 Communication Services 8.92%
5 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-350
77
– –
-4,330
78
– –
-1,507
1 2 3
4