LRIC

Long Road Investment Counsel Portfolio holdings

AUM $268M
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$24.4K
3
+$18.5K
4
AAPL icon
Apple
AAPL
+$5.6K
5
T icon
AT&T
T
+$4.97K

Top Sells

1
+$2.38M
2
+$490K
3
+$354K
4
SYK icon
Stryker
SYK
+$64.9K
5
ORLY icon
O'Reilly Automotive
ORLY
+$39.9K

Sector Composition

1 Consumer Discretionary 19.82%
2 Healthcare 18.62%
3 Technology 17.45%
4 Industrials 12.71%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.35%
17,885
-134
27
$2.23M 1.3%
17,950
-250
28
$2.19M 1.27%
27,500
29
$1.86M 1.08%
44,569
30
$1.84M 1.07%
56,948
-568
31
$1.81M 1.05%
76,425
32
$1.62M 0.94%
25,600
33
$1.61M 0.93%
20,235
-500
34
$1.55M 0.9%
15,000
35
$1.49M 0.87%
5,400
36
$1.35M 0.79%
24,116
+100
37
$1.33M 0.77%
22,501
38
$1.29M 0.75%
46,799
-1,001
39
$1.28M 0.74%
15,345
40
$1.27M 0.74%
4,279
-117
41
$1.22M 0.71%
18,653
42
$1.15M 0.67%
11,300
43
$1.08M 0.63%
15,359
-234
44
$1.06M 0.62%
12,670
+26
45
$1M 0.58%
22,453
46
$971K 0.56%
12,820
+26
47
$956K 0.56%
19,889
48
$925K 0.54%
13,800
49
$889K 0.52%
38,377
50
$877K 0.51%
7,051
-268
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