LC

Lourd Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 8.79%
This Fund
S&P 500
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 +$90.7M
2 +$64.5M
3 +$7.74M
4
AFL icon
Aflac
AFL
+$6.47M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1 +$19.9M
2 +$1.16M
3 +$98K
4
ALJJ
ALJ Regional Holdings Inc
ALJJ
+$31.1K
5
BAX icon
Baxter International
BAX
+$23.4K

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
351
$201K 0.01%
+1,016
352
$194K 0.01%
+20,966
353
$185K 0.01%
+17,293
354
$184K 0.01%
+13,325
355
$158K 0.01%
+21,962
356
$136K 0.01%
+11,749
357
$131K 0.01%
+15,919
358
$89K 0.01%
+112
359
$88K 0.01%
+13,124
360
$76K ﹤0.01%
1,422
+271
361
$75K ﹤0.01%
+1,858
362
$59K ﹤0.01%
+12,676
363
$43K ﹤0.01%
13,750
-9,000