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
301
$211K 0.01%
+3,595
302
$210K 0.01%
+2,268
303
$210K 0.01%
+1,236
304
$210K 0.01%
+2,669
305
$209K 0.01%
+2,384
306
$208K 0.01%
+4,320
307
$207K 0.01%
+4,695
308
$205K 0.01%
+14,608
309
$205K 0.01%
+1,487
310
$204K 0.01%
+6,282
311
$204K 0.01%
+1,800
312
$204K 0.01%
+51
313
$203K 0.01%
+8,861
314
$202K 0.01%
+4,080
315
$202K 0.01%
+4,290
316
$201K 0.01%
32,529
+125
317
$201K 0.01%
+2,952
318
$201K 0.01%
+2,769
319
$201K 0.01%
+4,084
320
$200K 0.01%
+2,324
321
$196K 0.01%
15,097
-1,295
322
$176K 0.01%
20,611
-291
323
$172K 0.01%
+10,959
324
$167K 0.01%
+27,646
325
$162K 0.01%
+180
10 11 12
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