LRIC
Long Road Investment Counsel Portfolio holdings
AUM $268M
1-Year Return
20.08%
This Quarter Return
+3.63%
1 Year Return
+20.08%
3 Year Return
+65.34%
5 Year Return
+118.62%
10 Year Return
+285.65%
AUM
$118M
AUM Growth
+$6.75M
(+6.1%)
Cap. Flow
+$3.26M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
44.75%
Holding
69
New
3
Increased
23
Reduced
3
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$375K |
| 2 |
O'Reilly Automotive
ORLY
|
+$368K |
| 3 |
Gilead Sciences
GILD
|
+$280K |
| 4 |
Flowers Foods
FLO
|
+$220K |
| 5 |
Automatic Data Processing
ADP
|
+$206K |
Top Sells
| 1 |
KNGT
KNIGHT TRANSPORTATION INC
KNGT
|
+$208K |
| 2 |
DTV
DIRECTV COM STK (DE)
DTV
|
+$42.6K |
| 3 |
Exxon Mobil
XOM
|
+$23.3K |
| 4 |
Aflac
AFL
|
+$6.4K |
Sector Composition
| 1 | Consumer Discretionary | 21.35% |
| 2 | Healthcare | 18.93% |
| 3 | Technology | 14.64% |
| 4 | Industrials | 14.15% |
| 5 | Financials | 10.24% |
