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
251
$282K 0.02%
+2,692
252
$280K 0.02%
+4,178
253
$279K 0.02%
+26,738
254
$278K 0.02%
+3,026
255
$277K 0.02%
5,442
+30
256
$275K 0.02%
+1,079
257
$271K 0.02%
3,328
+399
258
$271K 0.02%
+9,531
259
$268K 0.02%
+1,527
260
$268K 0.02%
+12,204
261
$266K 0.02%
+1,071
262
$265K 0.02%
+6,461
263
$264K 0.02%
+371
264
$264K 0.02%
+5,299
265
$263K 0.02%
7,631
+128
266
$262K 0.02%
+5,382
267
$262K 0.02%
+3,715
268
$260K 0.02%
+3,525
269
$259K 0.02%
+9,926
270
$259K 0.02%
+6,359
271
$258K 0.02%
+3,459
272
$257K 0.02%
+3,592
273
$256K 0.02%
+3,141
274
$256K 0.02%
+2,970
275
$256K 0.02%
+16,336
9 10
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