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
101
$743K 0.05%
+18,532
102
$739K 0.05%
+6,492
103
$739K 0.05%
+12,319
104
$735K 0.05%
+11,627
105
$721K 0.05%
+3,756
106
$718K 0.05%
+9,184
107
$716K 0.05%
4,630
+2,149
108
$707K 0.05%
9,501
+3,750
109
$703K 0.05%
+5,387
110
$701K 0.05%
+9,520
111
$700K 0.05%
13,349
+3,274
112
$695K 0.05%
17,342
+4,068
113
$693K 0.05%
+6,891
114
$692K 0.05%
5,501
115
$690K 0.04%
9,894
+493
116
$683K 0.04%
9,565
+2,946
117
$673K 0.04%
14,227
+4,627
118
$668K 0.04%
113,840
119
$655K 0.04%
+77,088
120
$653K 0.04%
+14,726
121
$653K 0.04%
15,962
+7,924
122
$649K 0.04%
+10,045
123
$644K 0.04%
+4,079
124
$641K 0.04%
4,462
-9,267
125
$637K 0.04%
+23,427
3 4
5
6 7