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
76
$364K 0.03%
5,520
+101
77
$364K 0.03%
7,982
+48
78
$361K 0.03%
6,264
+264
79
$336K 0.03%
2,585
+79
80
$335K 0.03%
4,023
-459
81
$335K 0.03%
11,540
-450
82
$329K 0.03%
2,385
83
$327K 0.03%
3,656
+90
84
$327K 0.03%
4,518
-2,232
85
$322K 0.03%
3,375
86
$319K 0.03%
4,876
-2,333
87
$318K 0.03%
1,649
+34
88
$314K 0.03%
3,263
-211
89
$305K 0.03%
3,974
90
$303K 0.03%
4,320
+1,239
91
$302K 0.03%
3,710
+79
92
$300K 0.03%
14,419
93
$295K 0.03%
6,718
94
$285K 0.03%
7,857
+625
95
$281K 0.03%
3,888
-44
96
$281K 0.03%
3,690
+118
97
$278K 0.03%
3,502
98
$271K 0.03%
4,250
99
$268K 0.03%
3,207
-341
100
$265K 0.03%
9,155
1 2 3
4
5