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
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$700M
2
+$4.32M
3
+$1.64M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
META icon
Meta Platforms (Facebook)
META
+$1.44M

Top Sells

1
+$1.25M
2
+$768K
3
+$613K
4
CVX icon
Chevron
CVX
+$602K
5
MSFT icon
Microsoft
MSFT
+$490K

Sector Composition

1 Financials 74.58%
2 Consumer Staples 4.02%
3 Technology 3.36%
4 Energy 3.01%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.02%
+3,255
252
$259K 0.02%
+4,670
253
$258K 0.02%
+1,976
254
$258K 0.02%
53,887
+2,829
255
$257K 0.02%
+2,836
256
$257K 0.02%
+7,602
257
$256K 0.02%
+2,034
258
$252K 0.02%
+10,570
259
$252K 0.02%
+5,658
260
$251K 0.02%
+3,704
261
$250K 0.02%
+6,232
262
$250K 0.02%
+3,428
263
$249K 0.02%
+15,360
264
$247K 0.02%
+2,954
265
$245K 0.02%
+4,273
266
$245K 0.02%
43,740
267
$243K 0.02%
+3,642
268
$242K 0.02%
+6,419
269
$241K 0.02%
+2,113
270
$241K 0.02%
11,358
+141
271
$241K 0.02%
+1,714
272
$240K 0.02%
+5,716
273
$237K 0.02%
+9,590
274
$234K 0.02%
+4,524
275
$231K 0.02%
+1,032
9 10
11
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