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
326
$161K 0.01%
+4,427
327
$154K 0.01%
+28,006
328
$151K 0.01%
+13,617
329
$136K 0.01%
16,020
-3,360
330
$131K 0.01%
+10,302
331
$115K 0.01%
+16,413
332
$109K 0.01%
+27,138
333
$84K 0.01%
+15,009
334
$83K 0.01%
+2,064
335
$81K 0.01%
+15,009
336
$79K 0.01%
+1,251
337
$73K ﹤0.01%
+2,991
338
– –
-10,144
339
– –
-19,608
340
– –
-10,286
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