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
$141M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$432K
2 +$406K
3 +$313K
4
KNX icon
Knight Transportation
KNX
+$257K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$203K

Top Sells

1 +$229K
2 +$194K
3 +$151K
4
ADBE icon
Adobe
ADBE
+$149K
5
SPLS
Staples Inc
SPLS
+$129K

Sector Composition

1 Healthcare 19.25%
2 Consumer Discretionary 17.73%
3 Technology 14.91%
4 Industrials 14.79%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,175