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
76
$301K 0.06%
1,293
77
$261K 0.05%
4,300
78
$242K 0.05%
2,400
79
$239K 0.05%
689
80
$232K 0.05%
13,825
81
$229K 0.05%
1,885
82
– –
-26,103
83
– –
-82,238
1 2 3
4