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
$1.06B
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.45M
3
+$435K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$432K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$363K

Top Sells

1
+$3.16M
2
+$1.32M
3
+$867K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$618K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$618K

Sector Composition

1 Financials 67.97%
2 Energy 3.4%
3 Consumer Staples 2.91%
4 Technology 2.49%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.17%
19,428
+195
27
$1.77M 0.17%
8,633
28
$1.76M 0.17%
41,678
+8,221
29
$1.71M 0.16%
14,138
+228
30
$1.47M 0.14%
+60,600
31
$1.42M 0.13%
30,890
32
$1.4M 0.13%
39,786
+135
33
$1.4M 0.13%
15,370
+167
34
$1.32M 0.12%
31,249
+164
35
$1.17M 0.11%
22,248
36
$1.1M 0.1%
23,767
+820
37
$1.1M 0.1%
12,856
38
$1.04M 0.1%
9,967
-1,719
39
$950K 0.09%
9,201
40
$932K 0.09%
18,259
41
$902K 0.09%
12,082
+25
42
$874K 0.08%
7,659
43
$868K 0.08%
9,220
+337
44
$848K 0.08%
18,156
45
$821K 0.08%
27,784
+463
46
$740K 0.07%
18,835
-22,065
47
$719K 0.07%
12,371
-3,409
48
$712K 0.07%
32,844
49
$673K 0.06%
43,340
+1,700
50
$656K 0.06%
4,778
+92
1
2
3 4 5