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
101
$666K 0.04%
10,399
102
$644K 0.04%
+4,129
103
$643K 0.04%
+9,745
104
$628K 0.04%
+8,750
105
$625K 0.04%
+5,593
106
$624K 0.04%
+1,843
107
$616K 0.04%
99,463
+1,082
108
$615K 0.04%
+2,313
109
$607K 0.04%
+10,672
110
$589K 0.04%
+6,434
111
$585K 0.04%
+5,720
112
$583K 0.04%
+5,341
113
$568K 0.04%
+3,340
114
$563K 0.04%
17,429
-5,426
115
$563K 0.04%
+2,922
116
$560K 0.04%
+3,046
117
$559K 0.04%
9,841
-317
118
$556K 0.04%
+7,264
119
$551K 0.04%
11,833
120
$532K 0.03%
+6,042
121
$531K 0.03%
+6,447
122
$531K 0.03%
+1,488
123
$529K 0.03%
+2,625
124
$527K 0.03%
+9,571
125
$523K 0.03%
+3,401
3 4
5
6 7