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
$1.01B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Sells

1 +$27.6M
2 +$5.76M
3 +$236K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$233K
5
JPM icon
JPMorgan Chase
JPM
+$115K

Sector Composition

1 Financials 75.24%
2 Consumer Staples 3.35%
3 Energy 3.3%
4 Technology 2.5%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$529K 0.05%
9,370
-15
52
$520K 0.05%
20,795
-305
53
$513K 0.05%
9,202
-476
54
$503K 0.05%
5,493
-615
55
$501K 0.05%
16,574
+144
56
$445K 0.04%
5,600
57
$429K 0.04%
4,116
+682
58
$425K 0.04%
1,701
+75
59
$400K 0.04%
3,824
+122
60
$388K 0.04%
6,195
-101
61
$380K 0.04%
3,241
+11
62
$371K 0.04%
5,382
+84
63
$366K 0.04%
6,736
-317
64
$364K 0.04%
5,273
+124
65
$359K 0.04%
4,338
+47
66
$345K 0.03%
7,450
-34
67
$339K 0.03%
8,823
+2,255
68
$335K 0.03%
8,146
-604
69
$326K 0.03%
8,995
-865
70
$315K 0.03%
5,401
-6
71
$302K 0.03%
21,225
-1,755
72
$301K 0.03%
14,674
73
$297K 0.03%
3,854
74
$294K 0.03%
+6,951
75
$293K 0.03%
8,038
-714