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
$176M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.41M
3 +$1.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K
5
GLD icon
SPDR Gold Trust
GLD
+$858K

Top Sells

1 +$1.04M
2 +$452K
3 +$338K
4
INTC icon
Intel
INTC
+$332K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$263K

Sector Composition

1 Financials 12.37%
2 Technology 12.2%
3 Consumer Staples 9.39%
4 Consumer Discretionary 7.88%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-975