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
$951M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$1.61M
3 +$1.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.27M
5
VHT icon
Vanguard Health Care ETF
VHT
+$979K

Sector Composition

1 Financials 64.98%
2 Consumer Staples 3.66%
3 Energy 2.94%
4 Technology 2.29%
5 Communication Services 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$681K 0.07%
98,652
52
$674K 0.07%
13,920
+5,680
53
$664K 0.07%
5,270
+247
54
$650K 0.07%
60,598
55
$640K 0.07%
7,510
+42
56
$598K 0.06%
113,500
57
$570K 0.06%
8,632
+588
58
$553K 0.06%
5,677
+110
59
$527K 0.06%
+13,900
60
$517K 0.05%
11,119
-370
61
$507K 0.05%
5,518
62
$503K 0.05%
9,810
+210
63
$474K 0.05%
9,395
-500
64
$468K 0.05%
10,136
-164
65
$446K 0.05%
5,600
66
$437K 0.05%
7,008
-193
67
$435K 0.05%
16,033
+1,955
68
$424K 0.04%
9,260
+376
69
$420K 0.04%
4,779
+72
70
$416K 0.04%
3,980
+111
71
$413K 0.04%
2,857
+4
72
$402K 0.04%
8,399
+507
73
$384K 0.04%
41,000
-95
74
$366K 0.04%
4,321
+225
75
$365K 0.04%
4,287
+348