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

Top Buys

1 +$287K
2 +$279K
3 +$279K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$255K
5
AXP icon
American Express
AXP
+$208K

Top Sells

1 +$1.1M
2 +$566K
3 +$352K
4
MSFT icon
Microsoft
MSFT
+$350K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$334K

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