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
76
$369K 0.07%
1,198
77
$353K 0.07%
+12,572
78
$346K 0.06%
3,432
79
$334K 0.06%
57,500
80
$308K 0.06%
+13,945
81
$302K 0.06%
1,042
82
$291K 0.05%
2,402
83
$275K 0.05%
3,015
84
$247K 0.05%
+10,623
85
$235K 0.04%
1,991
86
$230K 0.04%
3,429
87
$225K 0.04%
+2,500
88
$222K 0.04%
+2,101
89
$216K 0.04%
2,000
-500
90
$208K 0.04%
3,000
91
$171K 0.03%
21,362
1 2 3
4