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
276
$231K 0.02%
+1,695
277
$230K 0.01%
+3,216
278
$229K 0.01%
+3,615
279
$228K 0.01%
212
+3
280
$227K 0.01%
+1,088
281
$227K 0.01%
+2,270
282
$225K 0.01%
+2,033
283
$224K 0.01%
+1,054
284
$222K 0.01%
15,965
-29,915
285
$222K 0.01%
+2,256
286
$221K 0.01%
+4,021
287
$221K 0.01%
+4,006
288
$220K 0.01%
+7,046
289
$219K 0.01%
+3,557
290
$218K 0.01%
+2,516
291
$217K 0.01%
+2,663
292
$217K 0.01%
+5,360
293
$217K 0.01%
+7,633
294
$215K 0.01%
+16,264
295
$214K 0.01%
+1,422
296
$214K 0.01%
+2,415
297
$212K 0.01%
+6,364
298
$211K 0.01%
+447
299
$211K 0.01%
+8,021
300
$211K 0.01%
+4,670
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