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
$1.29B
AUM Growth
-$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.13M
3
+$2.32M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.97M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.64M

Top Sells

1
+$78.3M
2
+$24.9M
3
+$15.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.81M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.29M

Sector Composition

1 Financials 74.54%
2 Technology 3.16%
3 Consumer Staples 3.07%
4 Energy 2.88%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.09%
30,015
+665
52
$1.17M 0.09%
15,476
-10
53
$1.08M 0.08%
20,893
54
$1.07M 0.08%
6,718
+40
55
$1.07M 0.08%
8,158
-592
56
$1.05M 0.08%
26,290
+482
57
$1.03M 0.08%
3,944
+1
58
$986K 0.08%
5,737
+174
59
$940K 0.07%
8,253
+54
60
$928K 0.07%
+4,039
61
$914K 0.07%
55,350
+1,830
62
$908K 0.07%
3,634
63
$896K 0.07%
6,832
+35
64
$893K 0.07%
5,316
+118
65
$892K 0.07%
15,179
66
$885K 0.07%
6,711
+97
67
$880K 0.07%
9,544
+54
68
$877K 0.07%
7,553
+104
69
$866K 0.07%
32,370
-220
70
$848K 0.07%
19,577
+91
71
$840K 0.07%
12,536
+1,070
72
$828K 0.06%
15,874
-195
73
$827K 0.06%
11,154
+311
74
$825K 0.06%
7,701
+32
75
$819K 0.06%
2,540
+2
1 2
3
4 5