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
$1.54B
AUM Growth
+$411M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$69.1M
3
+$7.7M
4
AFL icon
Aflac
AFL
+$6.66M
5
AAPL icon
Apple
AAPL
+$6.47M

Top Sells

1
+$20.8M
2
+$1.33M
3
+$100K
4
ALJJ
ALJ Regional Holdings Inc
ALJJ
+$28.1K
5
BAX icon
Baxter International
BAX
+$23.6K

Sector Composition

1 Financials 72.19%
2 Consumer Staples 3.66%
3 Technology 3.05%
4 Energy 3.01%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$942K 0.06%
24,593
+4,734
77
$928K 0.06%
9,596
+3,328
78
$927K 0.06%
+127,462
79
$917K 0.06%
+14,207
80
$907K 0.06%
11,291
+5,653
81
$901K 0.06%
+15,383
82
$896K 0.06%
7,893
+1,126
83
$835K 0.05%
15,559
+9,498
84
$829K 0.05%
+34,013
85
$813K 0.05%
+4,555
86
$800K 0.05%
6,825
+1,295
87
$792K 0.05%
+126,323
88
$791K 0.05%
+22,793
89
$790K 0.05%
+23,994
90
$787K 0.05%
2,929
+613
91
$785K 0.05%
6,887
+1,511
92
$782K 0.05%
2,650
+956
93
$779K 0.05%
19,913
+11,725
94
$766K 0.05%
+9,845
95
$761K 0.05%
+9,745
96
$761K 0.05%
7,153
97
$759K 0.05%
+11,625
98
$759K 0.05%
+11,900
99
$754K 0.05%
+3,122
100
$751K 0.05%
+11,773
2 3
4
5 6