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
$445M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.5M
3
+$11.5M
4
BOC icon
Boston Omaha
BOC
+$11.4M
5
CPRT icon
Copart
CPRT
+$10.8M

Top Sells

1
+$4.72M
2
+$4.72M
3
+$3.87M
4
OEC icon
Orion
OEC
+$3.35M
5
WBD icon
Warner Bros
WBD
+$1.27M

Sector Composition

1 Financials 22.14%
2 Healthcare 15.88%
3 Industrials 13.52%
4 Energy 11.47%
5 Consumer Discretionary 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.07%
4,300
-100
77
$323K 0.07%
4,006
-2,424
78
$320K 0.07%
+6,501
79
$309K 0.07%
+2,300
80
$299K 0.07%
+5,198
81
$288K 0.06%
+1,293
82
$221K 0.05%
+2,400
83
$219K 0.05%
+741
84
– –
-188,287
85
– –
-133,943
1 2 3
4