LC

LCNB Corp Portfolio holdings

AUM $298M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
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 +$1.93M
2 +$1.28M
3 +$1.02M
4
GLD icon
SPDR Gold Trust
GLD
+$847K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$835K

Top Sells

1 +$1.01M
2 +$424K
3 +$339K
4
INTC icon
Intel
INTC
+$325K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$249K

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