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
$183M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$295K
2 +$293K
3 +$278K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$267K
5
AXP icon
American Express
AXP
+$223K

Top Sells

1 +$1.14M
2 +$539K
3 +$356K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$349K
5
GLD icon
SPDR Gold Trust
GLD
+$335K

Sector Composition

1 Financials 13.77%
2 Technology 12.05%
3 Consumer Staples 8.28%
4 Consumer Discretionary 7.65%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$204K 0.11%
+1,364
152
$200K 0.11%
+994
153
$168K 0.09%
20,565
154
$154K 0.08%
10,455