LC
Lourd Capital Portfolio holdings
AUM
$1.08B
1-Year Return
8.79%
This Quarter Return
+5.24%
1 Year Return
+8.79%
3 Year Return
+44.24%
5 Year Return
+63.44%
10 Year Return
–
AUM
$901M
AUM Growth
+$55.2M
(+6.5%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
87.77%
Holding
110
New
7
Increased
23
Reduced
16
Closed
10
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.58M |
| 2 |
Tesla
TSLA
|
$1.28M |
| 3 |
Vanguard Energy ETF
VDE
|
$1.19M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$862K |
| 5 |
Amazon
AMZN
|
$732K |
Sector Composition
| 1 | Financials | 66.16% |
| 2 | Energy | 4.38% |
| 3 | Consumer Staples | 2.9% |
| 4 | Technology | 2.54% |
| 5 | Communication Services | 1.41% |
