LC
Lourd Capital Portfolio holdings
AUM
$1.08B
This Quarter Return
+6.41%
1 Year Return
+8.79%
3 Year Return
+44.24%
5 Year Return
+63.44%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$76M
(+7.2%)
Cap. Flow
+$8.81M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
92.1%
Holding
118
New
6
Increased
54
Reduced
29
Closed
3
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$3.71M |
| 2 |
Snap
SNAP
|
$2.26M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.24M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.9M |
| 5 |
IAC Inc
IAC
|
$269K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$824K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$732K |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$326K |
| 4 |
DuPont de Nemours
DD
|
$310K |
| 5 |
Union Pacific
UNP
|
$114K |
Sector Composition
| 1 | Financials | 75.13% |
| 2 | Consumer Staples | 3.24% |
| 3 | Energy | 2.77% |
| 4 | Technology | 2.4% |
| 5 | Communication Services | 0.93% |
