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
$252M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$2.13M
3 +$239K
4
FLO icon
Flowers Foods
FLO
+$211K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Top Sells

1 +$1.76M
2 +$899K
3 +$642K
4
SU icon
Suncor Energy
SU
+$397K
5
AAPL icon
Apple
AAPL
+$266K

Sector Composition

1 Technology 21.31%
2 Consumer Discretionary 18.57%
3 Healthcare 16.7%
4 Industrials 14.43%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.08%
1,233
77
$200K 0.08%
925
78
-19,160