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
$909M
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$512M
2
+$55.9M
3
+$278K
4
IAC icon
IAC Inc
IAC
+$253K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$233K

Top Sells

1
+$4.83M
2
+$4.42M
3
+$2.7M
4
TWX
Time Warner Inc
TWX
+$1.33M
5
FCTY
1st Century Bancshares
FCTY
+$1.03M

Sector Composition

1 Financials 73.22%
2 Consumer Staples 3.61%
3 Energy 3.49%
4 Technology 2.59%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,843
102
– –
-10,211
103
– –
-3,033
104
– –
-18,057
105
– –
-4,992
106
– –
-133,519
107
– –
-91,892
1 2 3 4
5