LC

Lourd Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 8.79%
This Quarter Est. Return
1 Year Est. Return
+8.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$411M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$69.1M
3
+$7.7M
4
AFL icon
Aflac
AFL
+$6.66M
5
AAPL icon
Apple
AAPL
+$6.47M

Top Sells

1
+$20.8M
2
+$1.33M
3
+$100K
4
ALJJ
ALJ Regional Holdings Inc
ALJJ
+$28.1K
5
BAX icon
Baxter International
BAX
+$23.6K

Sector Composition

1 Financials 72.19%
2 Consumer Staples 3.66%
3 Technology 3.05%
4 Energy 3.01%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.02%
+2,132
227
$313K 0.02%
2,334
+545
228
$312K 0.02%
+7,603
229
$312K 0.02%
+18,430
230
$312K 0.02%
3,854
231
$310K 0.02%
+1,460
232
$310K 0.02%
+2,966
233
$309K 0.02%
+4,874
234
$305K 0.02%
+16,106
235
$303K 0.02%
12,639
+1,422
236
$302K 0.02%
+14,905
237
$301K 0.02%
+4,664
238
$300K 0.02%
+2,796
239
$299K 0.02%
+7,875
240
$298K 0.02%
+2,259
241
$298K 0.02%
+4,045
242
$298K 0.02%
+5,064
243
$294K 0.02%
+8,251
244
$290K 0.02%
+3,884
245
$290K 0.02%
+9,756
246
$289K 0.02%
+5,369
247
$288K 0.02%
+3,750
248
$287K 0.02%
+2,452
249
$286K 0.02%
+4,470
250
$285K 0.02%
4,407
-365
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