LC

LCNB Corp Portfolio holdings

AUM $286M
1-Year Est. Return 16.57%
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$7.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$487K
2 +$420K
3 +$265K
4
CCL icon
Carnival Corp
CCL
+$223K
5
MPC icon
Marathon Petroleum
MPC
+$205K

Sector Composition

1 Financials 16.69%
2 Technology 11.06%
3 Consumer Staples 9.7%
4 Healthcare 7.61%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,000