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
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$700M
2
+$4.32M
3
+$1.64M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
META icon
Meta Platforms (Facebook)
META
+$1.44M

Top Sells

1
+$1.25M
2
+$768K
3
+$613K
4
CVX icon
Chevron
CVX
+$602K
5
MSFT icon
Microsoft
MSFT
+$490K

Sector Composition

1 Financials 74.58%
2 Consumer Staples 4.02%
3 Technology 3.36%
4 Energy 3.01%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$851K 0.06%
35,307
-771
77
$827K 0.05%
11,347
-3,361
78
$813K 0.05%
11,992
+1,837
79
$801K 0.05%
11,831
80
$782K 0.05%
+7,669
81
$782K 0.05%
+6,873
82
$763K 0.05%
17,254
+165
83
$757K 0.05%
+24,186
84
$750K 0.05%
10,226
-53
85
$748K 0.05%
8,485
-1,978
86
$743K 0.05%
+9,598
87
$733K 0.05%
15,723
+2,019
88
$731K 0.05%
13,503
-1,039
89
$724K 0.05%
26,359
90
$722K 0.05%
18,684
-299
91
$698K 0.05%
17,636
+71
92
$695K 0.05%
13,477
+314
93
$692K 0.04%
+8,634
94
$690K 0.04%
14,581
-315
95
$686K 0.04%
11,280
+38
96
$683K 0.04%
7,093
-4,946
97
$676K 0.04%
26,652
-70
98
$672K 0.04%
11,272
+242
99
$670K 0.04%
10,028
100
$666K 0.04%
17,289
+124
2 3
4
5 6