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
$215M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M
2 +$901K
3 +$868K
4
ATVI
Activision Blizzard
ATVI
+$842K
5
CVX icon
Chevron
CVX
+$787K

Top Sells

1 +$717K
2 +$423K
3 +$238K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$232K
5
IYR icon
iShares US Real Estate ETF
IYR
+$220K

Sector Composition

1 Financials 11.95%
2 Technology 10.54%
3 Consumer Staples 8.95%
4 Healthcare 8.77%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-21,083
177
-1,222