LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
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
1
$29.7M 6.11%
56,754
-990
2
$27.4M 5.62%
76,762
+2,742
3
$17.3M 3.55%
76,919
-945
4
$17.2M 3.52%
45,624
-297
5
$15.7M 3.23%
320,660
+4,188
6
$15.4M 3.16%
5,946
+54
7
$14.6M 3%
67,311
-410
8
$14.6M 2.99%
109,527
-231
9
$14.2M 2.92%
52,582
+30,699
10
$14.1M 2.9%
100,098
-78
11
$13.6M 2.79%
164,651
-807
12
$13.1M 2.68%
55,321
-13
13
$12.9M 2.64%
27,284
-181
14
$12.5M 2.56%
23
-2
15
$12.1M 2.48%
349,646
-2,405
16
$10.6M 2.17%
263,150
-8,124
17
$9.45M 1.94%
104,618
-365
18
$9.24M 1.9%
49,534
+445
19
$8.95M 1.84%
16,855
+279
20
$8.43M 1.73%
53,773
+53
21
$7.96M 1.63%
100,713
+292
22
$7.4M 1.52%
108,276
-1,279
23
$7.34M 1.51%
466,836
+5,513
24
$7.18M 1.47%
217,100
-3,012
25
$7.05M 1.45%
69,590
+80
1
2 3 4