LRIC

Long Road Investment Counsel Portfolio holdings

AUM $283M
1-Year Est. Return 20.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$842K
3
+$744K
4
MSFT icon
Microsoft
MSFT
+$563K
5
V icon
Visa
V
+$437K

Top Sells

1
+$758K
2
+$144K
3
+$12.3K

Sector Composition

1 Technology 23.78%
2 Consumer Discretionary 21.1%
3 Healthcare 15.31%
4 Industrials 15.13%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.12%
+3,500
77
$233K 0.09%
+2,600
78
$222K 0.09%
950
79
$205K 0.08%
355
80
$203K 0.08%
+2,525
1 2 3
4